Parvaneh Mohajer

Parvaneh is a Client Services Manager with extensive experience supporting clients and advisory teams within the Investments & Wealth Management industry. As the primary point of contact for day-to-day client needs, she oversees account administration, documentation, and service requests, ensuring accuracy, efficiency, and timely execution. Parvaneh is known for her strong attention to detail, proactive problem-solving, and commitment to delivering a seamless client experience. She plays a key role in fostering trusted client relationships while supporting advisors in providing high-quality, personalized wealth management solutions.