Profession: Client Relationship

Cara Whipkey

Cara joined Wingate in September of 2021. As a Senior Client Relationship Administrator, Cara is responsible for maintaining client relationships at Wingate. As the first point of contact for clients, Cara manages numerous activities such as money movement, transfers, general account inquiries and works closely with the operations department to provide an excellent client experience. […]

Michael Daskalakis

Mike joined Wingate in February of 2019 after starting his career in sales in the cybersecurity field. As a Client Relationship Administrator, Mike is responsible for aiding client inquiries, facilitating money transfers, and supporting internal client operations. Mike also coordinates with both attorneys and accountants on relevant client activities. Mike is currently in the beginning […]

Susan Hanna CeFT®

As a Senior Client Relationship Administrator, Susan manages numerous essential account activities including opening and transferring accounts; handling money requests; addressing account inquiries; conducting research; and overseeing general account maintenance. Susan coordinates all of these tasks with our internal staff as well as outside professionals, such as attorneys and accountants. As a recently designated Certified […]

Gail Kenny

As a Senior Client Relationship Administrator, Gail is the first point of contact for our clients. Her responsibilities include managing clients’ requests, scheduling meetings, and coordinating client tasks with internal service departments—as well as with outside professionals such as attorneys and accountants. Gail has a son and two daughters and an expanding number of grandchildren […]