Shari Mehm

Shari started her career in investment banking operations and worked her way to being a head trader at a large boutique brokerage firm. Before joining us, she ran a trading desk working with portfolio managers, banks, and other large institutions. Since joining our team, she has helped us expand our offerings, develop strategic partner relationships, and deliver a high level of service to our clients. She excels in understanding client needs and delivering tailored solutions to drive satisfaction and loyalty.