Client Relationship Manager

Keri has over 20 years of experience as a Client Service Specialist in the Banking and Financial Service Industries. Keri’s specialty is providing great customer service to our clients and assisting the Financial Advisors at Portfolio Solutions® with all of their client service needs.

Prior to joining Portfolio Solutions®, Keri worked as Client Service Associate at J.P. Morgan in Detroit, Michigan and as a Client Service Specialist at a financial institution in Troy, Michigan.


Areas of Experience:

  • Client Relationship Management
  • Account Distributions & Contributions
  • Database Management
  • Account Openings & Transfers
  • Cash Requests
  • Required Minimum Distributions
  • Financial Industry Operations

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