Client Relationship Manager & Alternative Investments Administrator
Torrey Johnson will serve in the role of a Client Relationship Manager and Alternative Investments Administrator. Torrey partners with the wealth counselors and serves as a first point of contact for clients while working closely with their attorneys, CPAs, and service providers. Torrey is adept at developing and nurturing productive client relationships. In addition to her responsibilities as a Client Relationship Manager, Torrey also assists the Investment Department with the administration of Alternative Investments. In this role, she works with the other Client Relationship Managers to receive necessary legal documents from clients, tracks capital calls and distributions for the funds, ensures deadlines are met, and sends out regular updates and legal forms when necessary.
Prior to joining the Abundance team, Torrey had gained experience in the real estate industry, as a Marketing Assistant and Finance Manager. Having the responsibility to prepare and oversee closings, reports, analyses, and balance sheets, Torrey gained the knowledge and skills needed to focus on building relationships with clients to ensure that their needs are met, while continuing to work closely with her team.
• Associates Degree in Information Technology, South Hills School of Business & Technology