June optimizes TwinFocus’ mid-office offering through a “best of breed” set of services and solutions that improve the delivery of multiple products and services to the team as well as the end client. June leads our efforts on developing disruptive and innovative solutions which maximize efficiency, scale, and accelerate achievement of our strategic growth goals. Her various functions serve to enhance productivity and bandwidth for the entire team, ensuring TwinFocus continuously delivers excellence across each client engagement.
June holds her Series 65 and is an Investment Advisor Representative. She is currently pursuing her Certificate in Financial Planning through Boston University in pursuit of the Certified Financial Planner Practitioner designation.