Siobhan brings a variety of skills to the firm. Her responsibilities cover areas such as data mining, verification of salient information, advising and interacting with clients as well as coordinating information with other departments at the firm.
Prior to St. Germain, she was a customer service representative for export sales at Excel Dryer, Inc. in East Longmeadow, Siobhan is active in the community; she is a member of the Resource Development Council of the United Way-Pioneer Valley.
A graduate of Union College, Siobhan holds a BA in American Studies with a minor in Psychology. She is also the Young Alumni co-chair of the Terrace Council, Union’s Leadership Giving Society. Siobhan holds FINRA Series 65 registration for investment advisors as well as the Accredited Investment Fiduciary [AIF] and the Accredited Asset Management Specialist designations .