Senior Client Service Associate
As a Senior Client Service Associate, Marjan works alongside the advisors supporting client’s day to day needs. She is responsible for anticipating her client’s needs, resolving their problems, and following up in a timely manner. Marjan’s primary goal is to provide exceptional service at Regatta Capital Group. Prior to joining Regatta, Marjan spent 8+ years in the banking industry and wealth management, where she focused on implementing financial strategies, managing client’s cash flow needs, developing, and maintaining relationships with all her clients. Marjan graduated from The University of Washington, Foster School of Business with a dual B.A. in Business Administration – Marketing & Management. As a recent transplant to Los Angeles, she is looking forward to exploring everything this area has to offer. Marjan enjoys staying active, traveling, doing art projects, and spending time with friends and family.