Director of Client Operations

Professional Experience

Deanna serves as the Director of Client Operations at Petros Family Wealth, where she acts as the primary engine behind the firm's daily efficiency. With a meticulous eye for detail, Deanna oversees the essential pillars of account administration, including seamless money movements, secure check deposits, and precise account maintenance

Beyond managing the technical logistics of wealth management, Deanna is dedicated to ensuring that every client interaction is handled with the highest level of security and professionalism. Her commitment to operational excellence ensures that the "behind-the-scenes" of every financial plan runs smoothly, allowing the advisory team to focus entirely on their clients' long-term goals.