Alicia is a Client Service Analyst at Lake Street Advisors, serving as a primary point of contact with custodian banks on behalf of the firm’s clients. She handles a variety of client service activities, including asset movement and account maintenance.
Alicia graduated from Southern New Hampshire University where she earned her bachelor’s degree in business administration. Prior to joining Lake Street, Alicia was an Administrative Assistant at Omni Tax Solutions and previously was a Management Assistant at Enterprise Holdings, where she gained several years of client service experience.
She is originally from a small town in VT and currently resides in Barrington, NH with her husband and goldendoodle. In her free time, she enjoys spending time with her family, hiking, camping, skiing, going to the beach, and traveling to new places.