As a Client Service Associate, Djamy provides support to the firm’s Progression of Wealth and Retirement Plan clients. A key component of our operations team, Djamy’s daily responsibilities include, establishing and transitioning new accounts and managing all documentation for new accounts. Djamy also acts as a liaison to the various custodians with whom Meridian Wealth Partners works.
Before joining Meridian Wealth Partners, Djamy worked at BNY Mellon and Wells Fargo in customer relations.
Djamy graduated from Metropolitan State University in Minnesota earning a Bachelor’s Degree in Business Administration. She is currently working on obtaining her FINRA Series 65 license.