Paula began her career in the financial services industry with Paine Webber in 1985 through a part-time high school internship program. With more than 15 years of back office experience in Paine Webber/UBS’ Operations Department, Paula gained extensive knowledge of the industry. In 2009, she joined the WE Group, where she has been providing clients with the exceptional level of service that the team maintains as one of its primary goals.
Paula attended the University of Wisconsin-Milwaukee.
Paula leads our client administrative and operations for the team. She is responsible for client service which includes: client documentation, income distributions, online services and client on-boarding.