New Accounts (Geneva Branch)
As one of our administrative experts, Joni specializes in account logistics and clearing-firm relationship management. Joni brings organization and patience to a new level. Joni patiently guides customers through the account opening process. Joni’s solid relationships at all of our clearing firms mean that questions get to the right person the first time. A call to or from Joni quickly reassures you that you are in good hands. Joni knows the forms needed, the person to connect with, and the clearing firm portals back and forth.