Welcome Larissa Georgoulakos, Registered Sales Assistant!
We are thrilled to introduce Larissa Georgoulakos as Registered Sales Assistant to Globe Wealth’s growing Client Relations team.
Larissa is graduating this spring from the University of Massachusetts Lowell with a B.S. in Business Administration, Finance. She has gained valuable, real-world experience working for firms such as New York Life, Northwestern Mutual, NH Trust, and Fidelity Investments. As a financial services professional, Larissa has expertise in supporting investment operations and client servicing. She is skilled in managing account compliance and documentation, executing transactions, and maintaining data integrity across varying systems.
In her role as Registered Sales Assistant, Larissa will deliver critical support to the advisors and client relations team. She will help provide the resources and guidance GWM clients need to pursue their financial goals.
Please help us welcome Larissa to the team!
