Francesca is one of Next Generation’s Account Representatives. In this role, she is responsible for processing all incoming transactions on a daily basis and ensures all funds are correctly documented and deposited into clients’ accounts. She also helps review investment documentation for IRS compliance.
Francesca graduated Magna Cum Laude from Bryn Mawr College with a Bachelor’s Degree in Anthropology, and a minor in Italian Studies. Her liberal arts background has been quite helpful in mastering communication, cultural sensitivity, and understanding with Next Generation’s diverse yet unique clientele. Additionally, Francesca has held various people-oriented positions since middle school, from retail jobs to theater ticket sales to volunteering with special needs children. When she is not at work helping clients with their transactions, she can be found curled up in the sun reading a good book.