Claire Marshall

Claire Marshall

Director of Client Services

With a career in financial services spanning more than three decades, Claire brings a wealth of industry knowledge to her role. Before joining our team, she was the Vice President of Operations for an independent brokerage firm in Atlanta. Claire excels at managing client relationships and enhancing operational processes. She is adept at evaluating workflows to implement long-term strategies that improve the client experience, boost efficiency, and support the company's overall objectives. She holds the Series 7, 63, and 24 licenses.