Michelle N. Keegan

Michelle has over 20 years of experience as a customer service representative, working in pharmaceutical sales, distribution management and plant management prior to transitioning to financial services.  Michelle is a native of Corning, NY and has an Associates Degree in Accounting from Elmira Business Institute.  As Client Services Manager, Michelle is responsible for custodial account maintenance and managing client requests.  She assists our clients with initial onboarding, ongoing service needs and special projects.  Michelle also serves as an Accountant assisting with tax preparation and tax planning.