Director, Client Services

Rashida brings over 30 years of experience in the financial services industry, beginning her career at Oppenheimer Capital as a Reconciliation Clerk. Throughout her tenure, she has developed a strong foundation in client service and operations, including new account onboarding, account maintenance, and trade execution within SMA Wrap Programs.

Rashida is deeply committed to delivering exceptional client service and takes pride in being a dependable and knowledgeable resource. She is motivated by the opportunity to support both clients and colleagues, consistently striving to ensure a seamless and positive experience.

She values the firm’s collaborative culture and strong sense of teamwork.

Outside of work, Rashida enjoys spending quality time with her husband, Shey, and their two children, Anayah and Elijah. In her free time, she enjoys listening to music and unwinding with a good book.