New Addition to the Criterion Team
We are delighted to announce the addition of Alison Uchrin to the Criterion team as our Client Engagement Director. With the growth of our business, we decided to create this position which will enable us to continue our commitment of delivering the best service possible as well as expand our offering of services. Alison will be managing our client planning process, trading, records management, and client service standards. With Alison on board, Allan, Mark, and Scott will be freed up to focus their time on investment research, client account management, and direct client contact.
Alison previously worked for Advisor Growth Strategies in Phoenix, where she helped firms like ours, with business consulting and client support activities. Prior to that, she worked for Charles Schwab in Supervision and Controls. Alison, her husband Mike and 2 children, Andrew and Megan, recently moved to Middle Tennessee and are excited to be a part of the Nashville community.
Kate Holderbaum continues in her 20th year with us as our Client Service Manager! We are all thankful for the outstanding work Kate gives us. Gretchen Horner continues as our Controller and Technology Coordinator and helps with much behind the scenes.
Please join us in welcoming Alison the next time you are in the office, by phone or by email at firstname.lastname@example.org.