Sr. Client Service Specialist
Charlene’s extensive experience in the financial services industry and her attention to detailed enable her to provide a high level of service to her team’s clients. She received a Bachelor’s degree from the University of North Texas. Charlene joined Quest Capital Management in Dallas, Texas in 2015 and has over 30 years of experience in the financial services industry. She is the first point of contact for all areas of client service and account management including appointment scheduling and money movement requests. Charlene lives in Carrollton with her husband and has a daughter who lives in Dallas. She enjoys walking, gardening, cooking and spending time with family and friends.