Profession: Client Relationship

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 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 Financial […]

Gail Kenny

As a 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 who […]

Rachel Shilts

Rachel is a Paraplanner and is the initial point of contact for our clients. Her goal is to provide exemplary service to our clients, as well as outside professionals such as attorneys and accountants. Rachel strives to provide timely communication and thorough assistance with the coordination of client service needs, financial plan support and account […]