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Raphaella Eliseo

Raphaella Eliseo

Client Service Specialist

Raphaella assists clients in many ways, namely with preparing and processing the required paperwork for insurance and annuities, and ensuring they are in good order.  She also helps clients with a variety of other needs. Before joining the team, she spent more than 20 years in the investment industry in various client service roles where she was the primary point of contact. Raphaella holds an Associates Degree in Computer Science.