Client Service Manager
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Pietro Nicastro works hard to build relationships with clients and assist Advisors on the Diederich Simmons Perez Team. Pietro earned his Bachelor’s Degree in Finance and Banking with an emphasis in Real Estate from the…
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Ashley Porter makes it her personal goal to provide top-notch service for her team’s clients as a Client Service Manager for the Sadler Harmon Chalmers Team at Moneta. She enjoys building relationships through her daily…
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Alex Crehan joined Moneta as a Client Service Manager in January 2022 after completing his Master of Business Leadership at William Penn University. During his time at William Penn, Alex played quarterback on the football…
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As a Client Service Manager at Moneta, Emma Hogrebe serves as the first line of support for her team’s “Raving Fan” client experience. She is the first point of contact for client questions, prepares their…
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Merinda Dinkel joined Moneta as a Client Service Manager on the Diederich Simmons Perez team in 2021. She takes great pride in delivering top-tier service, fostering long-term relationships, and providing personalized guidance to help clients…
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As a Client Service Administrator for the Halls Dorn Aiazzi Team at Moneta, Mary Saito is excited to bring her 10 years of client experience in the health care field to a new industry. Mary…
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As a Client Service Manager at Moneta, Michael Heffernan emphasizes human connection and relationship building while providing thorough service and effective solutions to his clients. He believes that the most beneficial relationships are built on…
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Brendan Bostwick joined the Moneta Advisory Services Team as a Client Service Manager in 2021. After growing up in St. louis, he graduated from Rockhurst University in Kansas City with a B.S.B.A. in Accounting earning…
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As a Client Service Manager on the Halls Dorn Aiazzi Team at Moneta, Sam Leitensdorfer is driven to provide the best service possible. He likes to build long lasting relationships and go above and beyond…
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Eric Boland places clients as top priority in his Client Service Manager role on the Sadler Harmon Chalmers team. He is invested in building strong client relationships and helping them reach financial success. Eric is…
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Brigid Andrews strives to provide clients with the highest level of service possible as her teams helps them reach their financial goals. As a Client Service Manager on the Sadler Harmon Chalmers Team at Moneta,…
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Amanda Luetkemeyer joined Moneta in May 2021 as a Client Service Administrator and was promoted to a Client Service Manager in June of 2022. In 2019, she received her Bachelor of Science in Business Administration…
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Paige Mueller is a Client Service Manager for the Koeneman Team at Moneta. Paige earned her Master’s in Business Administration concentrating in Finance and her Master’s in Public Policy concentrating in Applied Economic Policy from…
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Mitchell joined Moneta in the spring of 2021 as a Client Service Manager. Mitchell has a bachelor’s degree in Business Administration with an Emphasis in Management and a Minor in Entrepreneurship. Mitchell enjoys helping clients…
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Jessica is energized by building relationships with her clients and teammates, striving every day to set the standard for “raving fan” service. She thrives working in a team environment, having the opportunity to learn and…
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Kristen Jenkins joined Moneta in 2021 looking for an opportunity to expand her skillset. She has a background in elementary education and brings her experience in multi-tasking and always being ready to learn something new.…
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Jacob Longinette strives to help his clients in any way he can. He always knew he wanted an opportunity to help others with his career, and he is passionately driven to provide world-class client service.…
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Katie Lewis is dedicated to serving her clients and providing a positive impact on the lives of others. In the ever-changing financial field, Katie is focused on finding the best ways to support clients as…
