BMM Welcomes Client Care Team Member
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DALTON, Mass. — Berkshire Money Management (BMM), a wealth management firm, Welcomed Chelsea Smith to its Client Care Team.
She will assist with client onboarding, scheduling, and assisting current clients with all of their service needs.
"Zack, our Director of Financial Planning, was the officiant at Chelsea's wedding. I thought that was auspicious," said BMM founder and CEO, Allen Harris. "Chelsea's experience and know-how would have won us over by themselves, but it's nice to know that you're bringing on someone that aligns with the company culture of people over profits."
Smith is a veteran customer service professional, and prior to joining the BMM family, was an administrative assistant in a busy orthopedic office. She also spent six years as a financial services representative/assistant branch manager in the banking industry, opening personal and business accounts, IRAs, trusts, CDs, and estates, as well as processing auto, home equity and business loans. She is also a Notary Public.
Smith earned her associate degree in Liberal Arts with a concentration in Business Administration from Berkshire Community College.
She is a native of Dalton and enjoys the outdoors, especially snowmobiling, relaxing by Ashmere Lake, running, and hiking with her German shepherd, Maverick. She and her husband Ryan live on 100 acres in Peru and are making plans to build their "forever home" on the property.
Tags: Berkshire Money Management,
