Connie is an Associate Director, Private Wealth Client Services at Cresset. She is responsible for ensuring clients receive exceptional service by providing comprehensive account support services, including researching, and responding to client inquiries, processing account openings and closings, and assisting with account distributions.
Prior to Cresset, Connie has served in the client service capacity for several prestigious firms throughout her career. She began her career at Godsey & Gibb and her most recent role, before Cresset, was with Crawford Investment Counsel.
Connie earned her bachelor’s degree in sociology and graduated cum laude from Norfolk State University. As a proud Spartan and 2010 initiate of Delta Sigma Theta Sorority, Incorporated, Connie has participated in many community service projects and enjoys giving back to her community.