Client Services Manager
Noelle joined DeLorenzo Financial Group, LLC in 2015 as his Administrative Assistant. Noelle’s responsibilities are office management, applications, and client on-boarding. She is also responsible for the execution of business processing for investments and insurance products. Noelle is well organized and reliable with a strong work ethic.
Noelle coordinates networking events held throughout the year. These events offer opportunities for business associates to network and experience various topics of interest for business and personal planning. Discussion topics include investments and related products, banking and tax strategies, estate planning, sales, and marketing.
Noelle holds a Bachelor of Science in Education from SUNY Fredonia and in 2019 she has obtained her NY State License for Life, Accident, & Health Insurance.