Erica DiMeglio has been in the financial service industry since 2007. She helps the financial representatives create client accounts in order to accurately meet the client’s goals and objectives. Erica is actively involved in the final review of all client applications before they can be submitted for processing. She works directly with our broker dealer’s compliance team to ensure all business is up to standards. She tracks accounts beginning to end to ensure the accounts have been set up properly and within a reasonable time frame.
Erica ensures clients have easy access to their funds by processing daily check request, journal requests, and wires. Erica also performs essential office duties including maintaining management systems, performing critical record keeping tasks, organizing, planning and prioritizing daily activities.
City of New York-Bernard M. Baruch College - bachelor’s degree in marketing
Life, Health and Accidental Insurance Licenses