Greenville Office Hires New Private Client Administrator
Greenwood Capital is pleased to announce the addition of Germein De Sario to the client service team as a Private Client Administrator and Office Manager for the Downtown Greenville office, located at 201 W. McBee Ave. In this role, De Sario is dedicated to assisting both clients and advisors in their day-to-day account servicing needs and supporting Greenwood Capital’s overarching goal to guide clients through their financial life planning.
“We are delighted to have Germein join our team,” said Brian L. Disher, Director of Wealth Management. “Her operational background and diverse experiences will provide a huge benefit to our clients.”
De Sario joins the firm with over twelve years of experience in business operations and logistics. In her previous roles, she specialized in project management and cross-functional collaboration to launch new products and designs. She is passionate about giving back and has used her organizational expertise to direct efforts to send supplies to underprivileged communities abroad.
“My approach to work has always focused on understanding an individual’s needs and priorities,” said De Sario, “At Greenwood Capital, I’m committed to delivering a personalized and seamless experience to our clients.”
De Sario’s addition to the team is a testament to Greenwood Capital’s continued growth as the firm expands services across the Upstate. According to Walter B. Todd, President and CIO, “Over the past forty years, we have been working with both clients and their families. Through this generational approach, we now serve clients in over 20 states. We are excited to add Germein to our client services team, as we continue to provide personalized service to our clients and communities.”
Originally from Caracas, Venezuela, De Sario earned her B.S. in Food and Resource Economics from the University of Florida, and her MBA with a concentration in finance from Nova Southeastern University in Fort Lauderdale, Florida.
To learn more about Greenwood Capital, visit http://www.greenwoodcapital.com, https://www.linkedin.com/company/greenwood-capital/, and https://www.facebook.com/GreenwoodCapitalSC/
About Greenwood Capital
Founded in 1983 in Greenwood, South Carolina, Greenwood Capital specializes in investment advisory and management services, offering a variety of services for the individual as well as institutional clientele. Greenwood Capital is recognized as one of the largest independent investment firms in the Southeast, managing $1.5 billion in assets nationwide. Prior to 2001, Greenwood Capital Associates and the term “Firm” refers to Greenwood Capital Associates, Inc. (GCAI) which was established in 1983. On or about June 29, 2001, Greenwood Capital Associates, LLC acquired substantially all the assets of GCAI, a sub-chapter S corporation. Greenwood Capital Associates, LLC registration dates back from 2001.