“It is exciting to come to work each day knowing that I will be surrounded by a group of equally ambitious individuals who are committed to achieving a common goal.”
As a member of the client operations team, Dena provides support to wealth advisors to enhance the client experience. In her role, she works with custodians to open and service accounts, executes special projects for advisors and clients, and assists in management of all client-related communications. “I feel most fulfilled knowing that I am doing meaningful work and that my actions contribute to the overall success of our clients.”
Prior to joining Truepoint, Dena worked as an operations associate for Envestnet | Tamarac where she managed the back office operations for a select number of registered advisory firms.
A native of Boston, Dena attended The George Washington University where she graduated with a Bachelor of Science in economics. She enjoys traveling, practicing yoga and learning new languages.