Linda A. Beduhn
Client Service Associate, Investments
Linda ensures our clients receive a high level of service by supporting the Access Team as a Client Service Associate in Investments. She prepares and processes client account management forms, money movements, transfers and any follow-up necessary to meet the client’s needs. She also assists with client meeting preparation and regulatory compliance tasks.
Linda enjoys everything and anything outdoors and spending time with her 3 children whenever possible. She uses her artistic creativity to design and construct jewelry using all types of materials. She also loves to travel. To contact Linda, send an email to email@example.com or call her direct at 952-885-2726.
- Client meeting preparation and post meeting service
- Client service management
- Compliance & reporting
- Ongoing account administration