Client Service Specialist

Overview

Savannah joined Petersen Hastings as a Client Service Specialist in August of 2022. As a Client Service Specialist, Savannah will work with other members of the client services team to facilitate the collaborative monitoring and updating of personal and corporate investment accounts, as well as maintain complex financial reports, while prioritizing the requests and needs of our growing clientele. Her passion for growing professionally and helping others feel secure in their finances is what drove her to Petersen Hastings.

Outside of work, Savannah enjoys reading and watching movies. She also loves going for rides on her electric bike and spending quality time with her fiancé and their cats.

Certifications & Accolades

Education

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