“Master of Efficiency”
Nothing slips by Alessia. Born with the “organizing gene” she takes extra care of Mariaca clients, simplifying the process of filing forms, setting up accounts, and tracking any needed updates.
New clients often meet Alessia first, and love how easy she makes the onboarding process. She fills out everything for new clients and sends them any needed forms and applications via Docusign.
“People often worry about how complex it is to start with a new financial advisor. I make sure our clients feel comfortable. I fill out their forms and send them through Docusign. They never have to wonder whether they’re providing the right information in the right way.”
Why did Alessia select the financial services industry?
Her father was in the industry and she saw first-hand the complexity involved in keeping excellent financial records for clients. Her queen-of-efficiency self was hooked. Nothing makes Alessia happier than knowing all client information is in the right place and easy to access.
What’s Alessia like at home?
She cares for her baby Grace, paints abstracts, and keeps her home meticulously organized.