Client Service Associate
Charlene joined Quest in 2015. She is the first point of contact for all areas of client service and account management. Charlene handles appointment scheduling and money movement requests. She is a brokerage industry professional with over thirty years' experience in financial services. With her attention to detail she is highly skilled at delivering service excellence to clients.
Education and Credentials
- Bachelor of Business Administration in management and finance, University of North Texas
- Series 7, Series 66 and Series 63
Out of the Office
Charlene lives in Carrollton with her husband, Mark. They have a grown daughter who lives in Dallas. She enjoys walking, gardening, cooking and spending time with family and friends.