Christine is the Director of Operations & Advisor Services at Ategenos Capital, bringing to the firm 17 years of operational processes, data management, and analytics experience in the Wealth Management space.

Prior to joining Ategenos Capital, Christine served as Senior Salesforce Solutions Manager at Orion Portfolio Solutions. In this role, she was responsible for managing the Wealth Management Salesforce instance including user support, third-party integrations, and implementing operational processes to ensure data accuracy.  Additionally, she ran numerous reports and analytics to generate insights used in the decision-making process, ensuring the information was accurate and actionable. She played a crucial role in establishing the data governance program, building processes and procedures to align data management practices with organizational standards, which contributed to enhancing data integrity and facilitated informed business decisions. In a previous role, Christine managed the Account Administration department, overseeing the client account onboarding process. Implemented best practices for data management to enhance operational efficiency and accuracy.

Christine received her Bachelor of Science degree in Finance from Cabrini College. She holds Administrator, Advanced Administrator, Platform App Builder, and Sales Cloud Consultant Salesforce certifications. She also holds Lean Six Sigma Certification from Villanova University.