As a Client Service Specialist, Tricia provides administrative support to the Korol Financial team. This includes assisting with account openings, financial transactions, transferring accounts, and working directly with clients.
Tricia has over 30 years of financial services experience that she adds to the firm. The majority of her career was spent in retail banking, before transitioning to the investment and asset management side of the industry in 2008. Tricia holds FINRA series 6 and 63 licenses as well as Life, Health, and Accident Insurance licenses.
Outside of work, Tricia enjoys spending time with her large family, being in nature on a hike, getting away for the weekend, or baking something tasty.
Get To Know Tricia:
Favorite Movie: It’s a Mad, Mad, Mad World
Favorite TV Show: Psych and Longmire
Favorite Quote: “Be kind to unkind people, they need it the most”
Favorite Sports Team: New York Yankees
Proudest Accomplishment: 1.) Her daughter Sami, 2.) Being a breast cancer survivor
Favorite Food: Eggplant parmesan or key lime pie
Fun Fact: She has met Jon Bon Jovi, JFK Jr., and Don Zimmer