Lianna joined Wingate as a Client Service Manager in January of 2018, bringing over five years of experience in the financial services industry. She works in the Operations Team, with a focus on helping the firm deliver an exceptional client experience by optimizing processes and streamlining workflow.
Lianna graduated from Amherst College with a Bachelor of Arts in English and Political Science. She launched her career as a Financial Associate in Franklin, Tennessee, where she received her Series 7 and Series 66 licenses prior to moving back to her home state of Massachusetts. She then worked in downtown Boston as a Senior Registered Associate and Senior Financial Planner.
Outside of the office, Lianna enjoys reading, supporting local music, and going on adventures with her husband, son, and two rescue dogs.