Virtual Service Associate
Originally from the UK, and a dancer in her youth. Adelle became interested in finance after her father, a very down to earth Yorkshire man said “Lovey, people will always have money and they’ll always need some where to keep it” so she decided banking was a good place to be. Coming to America in 2003, she has over a quarter century of experience in the financial industry. Including work in commercial lending, private equity, real estate investments, and private wealth management.
Adelle’s primary responsibilities include assisting clients with their account management needs. Her competency and skillset will enable us to better service your accounts from account opening, maintenance, checks, wires, etc...
Adelle has four children who give her the greatest joy. Outside of spending time with them, she enjoys exploring the outdoors, biking, cooking, and volunteering in her community.