Brianna joined Wingate in March 2023. As a Client Relationship Administrator, she is responsible for helping to maintain client relationships at Wingate. Her duties include managing client requests, scheduling meetings, and coordinating client tasks with internal service departments. Brianna joins us most recently from Morgan Stanley, where she spent several years as a Client Service […]

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. […]

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 […]

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 […]