Operations and Office Manager
Wendy joined Private Capital Group, LLC at its start in 2003. Prior to joining the firm, Wendy spent three years at Lincoln Financial Advisors as the Investment Coordinator/Registered Principal. Wendy offers over 16 years of financial services industry experience. As the Operations and Office Manager, she handles a myriad of issues for the firm. She works to keep the office running smoothly, from staffing and compliance, to bookkeeping and beyond. Wendy currently resides in Simsbury, CT with her husband and two children.
Education and Affiliations:
- B.A. from Central Connecticut State University
- M.B.A. from University of Hartford
- Series 66