Bethany is Vice President of Client Onboarding at SAM. She specializes in working closely with new SAM relationships, providing guidance and assistance throughout the enrollment process. Bethany joined SAM during their first month of business and was an integral part of SAM’s Operations Team for several years before transitioning into her current role.
Prior to joining SAM, Bethany was a Client Associate at Pershing Advisor Solutions where she worked on the custodial side of Registered Investment Advisor business. She began her career as an underwriter for Hartford Financial Products.
Bethany earned a BS in Business Administration with concentrations in International Business and Marketing from Northeastern University. She lives and works in New York City.