Client Relationship Manager
Fran brings a wealth of expertise and knowledge to Pantheon Wealth Planning. Her past experience as an employee for top-tier banking firms, such as Citi Bank, Bank of America, and Union Bank, gave her the unsurpassed skills to execute friendly, efficient service in a fast-paced and fluid environment.
Fran is a significant and reliable resource for Pantheon’s clients. She handles complex issues with professionalism and proficiency. Fran embraces and enjoys her role, which enhances client service and streamlines operational processes. She also supervises account servicing, trains staff, maintains the advisor calendar, and manages accounts receivable.
A mother of two, Fran spends her free time volunteering at her children’s schools and at her church. Her family loves to travel overseas, learning about cultures around the globe. In addition to socializing with friends and family, Fran enjoys reading and outdoor activities.
These are a few of Fran’s favorite things:
Beverage: Boba milk tea
Season/Holiday: Spring and Christmas
Store: Any store that has cute stuff
Music: Smooth and easy
Movie: Life is Beautiful
Pastime: Sleep and spend time with family and friends
Author/Book: Parenting books
Sport: Zumba / Yoga
Travel/Vacation Spots: Japan and places that have less tourists
Quote: “You only live once, but if you do it right, once is enough.” ~ Mae West