Victoria R. Haas

Client Service Associate

Viki is a Client Service Associate with broad experience and knowledge in the financial services industry. She is well equipped to assist in all areas of client service, handling administrative duties, client onboarding and operations given her previous positions in client service and relationship management at Exencial Wealth Advisors, Hearst Corporation, GE Capital, BB&T, and Commercial Credit Corp.

Experience:

  • Exencial Wealth Advisors, Relationship Manager
  • Hearst Corporation, Director of Advertising Credit

Education/Certifications:

  • Elon University, BS, Business Administration, Concentration in Finance and Minor in Accounting