Ms. Trzebunia joined the team in January 2011 and currently serves as Client Service Associate, providing administrative support to Portfolio Managers and clients. Prior to this, Barbara spent 7 years working with banking, investments and compliance as a Sales Associate at LaSalle Bank Wealth Management, Bank of America Premier Banking and Merrill Lynch. During this time, she earned her Series 7 license and Registered Paraplanner designation. Prior to banking and investing, Barbara provided 12 years of administrative support to executives and staff in industries such as accounting, real estate management, custodial services, natural gas storage, and oil and energy production.
