Grace joined our team as an Operations Specialist in 2022 and is responsible for supporting the firm’s daily operations.
Prior to joining Crestwood, Grace served as an Operations Assistant for Washington Trust Wealth Management. In this role, she focused on daily operations and compliance tasks, with an emphasis on the new account enrollment and transfer of assets process.
Grace attended University of Rhode Island with a major in Political Science. She also spent two years at Saint Anselm College, where she was a member of the women’s lacrosse team.
Grace resides in Wakefield, Rhode Island. In her free time, she enjoys sports events and spending time on the water.
The Operations team primary goal is to support and improve services for our clients and the firm. They are tasked with a variety of client support functions, such as transferring securities to new custodial accounts, confirming securities’ cost basis, performing cashiering for clients and client reporting. In addition, they assist a variety of Crestwood teams in areas such as compliance and SOX testing, data mining and reporting, resolving inconsistencies in data and investigating account issues. The Operations team works closely with our Custodians to ensure superior service for our clients and the Crestwood team.