CLIENT PORTAL

Freddie Waite

CLIENT RELATIONSHIP SPECIALIST

Freddie is responsible for the day to day interaction with Wakefield’s clients. She develops and maintains relationships with current and prospective clients and proactively identifies and responds to their needs.

  • Prepares all paperwork required to establish new client relationships and responds to all request from existing clients.
  • Responsible for preparing and distributing all client reports and communication including quarterly appraisals.
  • Responsible for assisting Managing Partner and Advisors in addressing client and prospects needs, scheduling meetings and preparing reports needed.
  • Joined Wakefield in April 2006 as one of the first members of the Wakefield operations team.
  • Freddie has over 30 years experience in the Investments industry with 20 years as a registered sales assistant at Morgan Stanley.
NEXT TEAM MEMBER

Freddie Waite

CLIENT RELATIONSHIP SPECIALIST

Freddie is responsible for the day to day interaction with Wakefield’s clients. She develops and maintains relationships with current and prospective clients and proactively identifies and responds to their needs.

  • Prepares all paperwork required to establish new client relationships and responds to all request from existing clients.
  • Responsible for preparing and distributing all client reports and communication including quarterly appraisals.
  • Responsible for assisting Managing Partner and Advisors in addressing client and prospects needs, scheduling meetings and preparing reports needed.
  • Joined Wakefield in April 2006 as one of the first members of the Wakefield operations team.
  • Freddie has over 30 years experience in the Investments industry with 20 years as a registered sales assistant at Morgan Stanley.
NEXT TEAM MEMBER

WAKEFIELD WEALTH MANAGEMENT

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

investorrelations@wakefieldinc.com