Kerrie’s congenial personality, thoroughness, and attention to detail are among her strongest attributes. She believes that building and maintaining client relationships are an invaluable part of client service.
Kerrie has been an administrative assistant since 1991, and she began her career in the financial services industry in 1997 as an assistant to advisors of LPL Financial. Kerrie then joined the Greenville, RI office in 2000 as a client service associate. As the longest-tenured assistant, she has been instrumental in developing policies and procedures for the business.
Professional Designations, Certifications, Securities Registrations, and Licenses
- Certified Executive Secretary
- FINRA Investment Company and Variable Contracts Products Representative Exam (Series 6)
- FINRA Uniform Combined State Law Examination (Series 66)
Kerrie resides in Coventry, Rhode Island, with her boyfriend, Bill, and her son, Justin. She enjoys gardening and is a nature enthusiast. She also enjoys listening to music, sightseeing, and spending time with her family, and, of course, the beloved cats.