When Cally joined AWMI in 2019 she arrived with over twelve years of industry experience in the Wealth Management Department of First National Bank of Alaska corporate headquarters. Her depth of expertise with developing procedures, customer relationship management, and key performance indicator reporting is a great asset to the company. In her role as Operations Specialist, you will see her helping clients through the onboarding process, account maintenance, and liaison for the team at Charles Schwab.
Outside of work you can fine Cally spending time with friends and family, traveling. taking long walks, and of course, fishing on the Kenai.
As we watch the pandemic unfold and move into the new normal, we can look back to being locked down in our homes. Even at AWMI, we were working from home and finding extra projects to occupy our time. Much like all of you, I found it a good time to get organized. I cleaned […]