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Maria Hinton — Director, Client Service and Operations & Chief of Staff · Fairway Wealth · Independence, Ohio, United States.
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About
I have been in the financial industry for over 25 years, working for both investment management and wealth management firms. At Fairway Wealth Management, I am the Director of Client Service and Operations where I have daily interactions with clients and work as the “chief problem solver” for the firm. My role includes service to existing clients, on-boarding new client relationships, cash management solutions and trading. With only 15 employees, Fairway operates with a lean structure, so my leadership and management skills are important as we navigate to excel in service and satisfaction.
When I’m not working, my time is spent biking on the Ohio & Erie Canal Towpath or boating on Portage Lakes. My greatest accomplishment to date is watching my three adult children flourish in life and in their careers, my husband, Jeff, and I are truly blessed.
Experience
Director, Client Service and Operations & Chief of StaffCurrent
Fairway Wealth Management LLC · Independence, Ohio
Nov 2006 – Present
As Director of Client Service and Operations, I work directly with clients and advisers to assist in onboarding and ongoing client service. I am also the trader for our firm. My primary responsibility is to ensure both the client and the adviser have the operational tools and information needed for ongoing client satisfaction. Our greatest success comes when our clients are happy and their goals are being met.
V.P. Client Service and Marketing
Shaker Investments, LLC
Oct 1999 – Oct 2006
Client Service, Client Administration, Marketing, Compliance, Office Administration, Human Resources
Education
Skills
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