Client Relationship Executive
Mona joined Quadrant Private Wealth in February of 2020. She is a Registered Representative, holding FINRA General Securities Representative (Series 7) and Uniform Securities Agent State Law (Series 66) licenses. She works closely with all members of the team to support client needs and ensure excellent customer service.
Mona joins Quadrant from Merrill Lynch where she gained diverse experience in a number of roles, including working in the retirement department, as a mortgage loan officer and most recently as a client associate.
Mona resides in Easton with her two children. Mona’s interests include travel and culinary arts. She is also an avid student and instructor of yoga.