Wealth Management

Desiree Martinez

Client Service Support Associate

Industry Start

2024

Education

Elmhurst University, B.S

Desiree brings 10 years of customer service experience. Her work experience also involves Government account management, where she serviced government clients by opening new accounts, maintaining established accounts, and reviewing contracts. Desiree is devoted to providing exceptional service to clients and is incredibly enthusiastic about expanding her knowledge and expertise in wealth management. She is eager to learn everything she can to better serve our clients and the team.

Desiree graduated from Elmhurst University with Honors and a degree in Management and Marketing. In her free time, she enjoys reading, trying new restaurants in Chicago, and training her XL Bully, Boog.