Lydia plays a central role in our team's daily operations, with a primary focus on scheduling and preparing for client reviews. Her responsibilities entail seamless coordination with the team to gather essential data and documents in preparation for scheduled meetings.
A graduate of St. Mary's College of Maryland, Lydia holds a bachelor's degree in English and brings with her more than eight years of experience in the Financial Services industry. Her professional journey has also extended into roles within the transcription and healthcare sectors, showcasing her versatility and adaptability.
Outside of her professional commitments, Lydia enjoys spending time with her husband, Luis. They share a love for travel, reading, and visits spent with loved ones. Lydia's dedication and diverse skill set significantly enhance our team's efficiency and client-centric approach, making her a valuable asset to our organization.