Client Service Associate
“The most rewarding part of working at Shorepoint is the team. Everyone is extremely patient and helpful especially when it comes to the clients. They understand that every client is unique, and they take the time to learn the needs and wishes of each client, creating a segue for their future goals and dreams.”
Millie joined Shorepoint Capital Partners as a Client Service Associate in 2021. Millie is responsible for providing exquisite administrative and operational support for our firm. She works with our clients responding to their requests and inquiries, as well as assisting our senior team in meeting preparations.
Coming from the hospitality industry, Millie has over 10 years of direct customer service experience. She attended Newbury College in Brighton, MA where she studied accounting. Prior to Shorepoint, Millie worked as a Client Service Associate for Weston Financial in Wellesley, MA. Millie is currently working toward her bachelor’s degree in Finance at Bridgewater State University.
Millie lives in Brockton, MA with her fiancé Thaddeus and two children. Millie’s favorite things are making memories with her family and friends, traveling, and shopping.