Allison M. Schmitt

Allie Schmitt is an experienced Client Service Associate with a strong background in the operational side of the financial services industry. A graduate of Duquesne University, she combines a solid foundation in client service with a deep understanding of the complexities involved in delivering exceptional support.

 

Recognized for her reliability and resourcefulness, Allie has built a reputation for skillfully navigating client needs and ensuring smooth operations. Her responsibilities include processing money movement transactions, handling account maintenance, and onboarding new clients to the firm. With a keen attention to detail and a commitment to accuracy, she plays a key role in providing seamless support to both clients and the firm.

 

Motivated by a desire to enhance the client journey, Allie strives to make each interaction as enjoyable and effortless as possible. Her dedication to improving the client experience is at the heart of her work, and she takes great pride in contributing the firm’s tradition of outstanding service.

 

Outside of work, Allie enjoys traveling with her fiancé, exploring new restaurants around Pittsburgh, and cheering on her hometown team, the Buffalo Bills.