Senior Operations Associate
- (216) 800-9000
As Senior Operations Associate, Erin is responsible for managing efficient business operations and client account-related projects to support the firm’s advisors. Erin also works to provide a smooth transition of data and assets for incoming new clients.
Prior to joining Strategic Wealth Partners, Erin worked as an Asset Management Service Specialist in the operations department at a regional bank for over 15 years.
Erin holds a Bachelor of Science in Liberal Arts from Manchester University in Indiana. She is a native of Iowa, yet she and her two children, Haley and Hunter, currently reside in Berea. She will soon be a semi-empty nester as her daughter is preparing to go off to college this Fall. Outside of work, Erin enjoys traveling to new places, volunteering, biking the towpath, and watching her son play lacrosse.