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.
Chloe is passionate about providing an exceptional client experience. Her dedication & attention to detail help ensure our operational processes run smoothly and efficiently. She enjoys communicating with clients and contributing new ideas to our team.
Previous Roles or Ventures
Before joining EQ, Chloe was a Finance & Operations Associate at a wealth management firm specializing in high net-worth clients. Prior to that, Chloe spent 10 years in the marketing industry, where she developed her communication and collaboration skills.
Outside the Office
When she’s not at work, Chloe enjoys spending time with her husband & their two bunnies. She is an avid skier, reader, and a certified yoga teacher who is passionate about mindfulness and movement.
