Client Services Account Manager
Liz joined MB in 2019 as a Client Service Associate. She handles policy service matters for Daphne Boyle’s team including split-dollar administration, all policy changes including ownership, trustee, and beneficiary changes, variable reallocations, and various policy reviews and reports.
Liz is a Bay Area transplant from the east coast. She graduated with a Bachelor of Science in Business Administration Management and has a background in client-centric work. She enjoys spending time with her family and friends, walking the scenic California hills, and reading a good book.
License and Registrations: California Life and Health License, FINRA Series 6 and 63 securities registrations, CA Insurance License #4049525