Client Service Specialist
Dru is responsible for account opening and maintenance, preparation of meeting reports, handling client service items including movement of money, processing rollovers and transfers, and assisting other administrative staff when needed.
Dru joined Water Street Financial in June of 2016. She has acquired excellent customer service skills for individual investment clients as well as retirement plan clients. She has also obtained account opening & account maintenance experience which allows her to prioritize an abundance of tasks. Dru continues to gain knowledge in a variety of financial disciplines. In her previous employment experience, she attained proficient skills in organization, prioritizing and multi tasking.
Dru is a 2013 John Handley High school graduate, a lifelong resident of Winchester and enjoys spending time with her family and friends.