Loretta Macedo

Loretta Macedo

Client Relations & Operational Support

A brief introduction

I provide administration support to Andrew Hunt.

My role involves a variation of administrative tasks as well as processing new business and tracking right through to completion.

I also deal with the day to day office tasks; to include post, client database maintenance, and queries from clients, providers or other business areas.

Background

I have gained a lot of experience within the Financial Services industry over the last 15 years; having worked for several large companies in the asset management, banking, and IFA sector.

I joined Monahans Wealth Management in March 2014 and really enjoy the difference from my other roles within the industry, I continue to developing myself within the company.

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Client testimonial

Faultless

Mrs B J Howarth