At EQ Wealth Management
EQ Operations and Client Service professionals work hard to ensure that EQ runs smoothly and that our clients have an outstanding experience.
Audrea is passionate about creating a unique "EQ client experience". Her passion is reflected in the care she takes in meeting client needs and timelines, authoring effective client communications, and problem-solving in our ever-evolving industry.
In addition to her role on the operations & client services team, Audrea served a key role in the management and development of our new EQ website.
Previous Roles or Ventures
Prior to joining EQ, Audrea earned her Master’s degree and amassed a great deal of client services & operations experience in wealth management. She has served as a Client Liaison and as a Senior Client Services & Operations Associate at firms specializing in providing financial advisory services to high net-worth clientele.
Outside the Office
When she’s not at work, Audrea finds invigoration and relaxation by spending time outdoors, whether in the mountains or at the beach. Her favorite creative pursuits include vegan and vegetarian cooking/baking, the study of languages and literature, and live music events. She stays active by running & traveling and finds joy in the company of her family & friends.
