It is our pleasure to welcome Priscilla Poole to the position of Administrative Assistant at Schwartz Financial Associates, Inc.
She is responsible for the administrative and operational support in many areas of our office. These include: review appointment scheduling, answering in-bound calls, preparing new accounts and service paperwork, managing multiple computer systems, facilitating and resolving client service requests, and generating and mailing correspondence.
Prior to joining the firm, Priscilla worked for American Express, TD Bank and Arc Home Loans. Priscilla holds a A.A.S. Degree from Rowan University and a Business Graduate Certificate from Cornell University.
Some of you have already met or spoken with Priscilla - for those of you who have not, she will be happy to introduce herself to you when you call in or at your next Review Appointment.
We encourage you to call her to say hello or if you have any questions!