Victoria is the Operations Manager for WealthShield, LLC. She assists with the maintenance and utilization of our technological platforms, along with account maintenance, reporting, billing, and client services. Victoria’s focus is on serving our private investor clients.
Prior to joining WealthShield, LLC, Victoria spent three years at Envestnet | Tamarac in both operations and client service roles. As a Senior Client Service Specialist, she served as the CRM technical contact for a group of RIA clients representing tens of billions in assets. She also ideated and built targeted CRM processes to streamline business workflows and maximize client-side experiences. Here, she obtained her certification in Microsoft Dynamics 365 for Sales. Before her operations roles, Victoria worked as an associate at Coleman Research, overseeing research and client services for institutional investors and management consultants.
Victoria is a graduate of Georgetown University and continues to serve in the school’s Alumni Admissions Network. She’s an avid traveler, having lived in South Africa and Turkey and visited countries in Europe, the Middle East, Southeast Asia, North and Central America, and the Caribbean. In her spare time, Victoria volunteers with the SPCA of Wake County.
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