Categories: Angie Dunne
Angie Dunne, Client Concierge, brings 30+ years of corporate experience to the Ironstone team. She began her career as Executive Administrative Assistant for the Vice President of Financial Affairs at the College of Idaho. Her career evolved into the financial industry. With this focus, she audited, reviewed, and reconciled accounts receivables/payables, debt collections; profit and loss analysis. She trained and supervised associates, developed procedural manuals, and provided exceptional customer service to corporate vendors and mid-level associates.
She is Ironstone’s point-of-contact for client contract preparation and renewals, scheduling client consultations, and invoicing. She is actively involved in facilitating client requests and communication while delivering exceptional concierge services.
She is a native Idahoan where she graduated from Boise State University in 1983 with a Bachelor of Business Administration. She enjoys fishing in the Snake River, cross-stitching, and is an avid reader.
Contact Angie directly at firstname.lastname@example.org
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3 Ways Advisors Can Easily Embrace Social Media
Successful financial advisors are busy financial advisors. You didn’t gain all those clients and their lifelong trust by sitting behind closed doors and waiting for them to arrive, right? Odds are that you’re active in your profession, your community, your network, your church, your circle of friends, and more. While your involvement in those areas of […]Read More>