Director of Client Relations
With more than 15 years in the industry, Reese takes care of the client service needs efficiently and effectively, maintaining a steady flow of communication. Reese also handles the accounting of the firm and works alongside the CCO in the Compliance Committee to maintain compliance with the ever-changing SEC regulations.
Prior to joining the Riverpoint team in 2013, Reese worked with Blane Shea, managing partner, for almost 6 years. She was the office manager at Shea Financial Group, Inc. and took care of all communications with broker-dealer Raymond James Financial Services, Inc. Reese graduated from the University of Illinois with a Bachelor of Arts in Economics in 2006. She and her husband, Rob, have two daughters together, Eliana and Elesia.