Executive Assistant to President
Hazel joined Bartholomew & Company in 2004, bringing with her more than 10 years of client services experience. As executive assistant to the president, Hazel is the first point of contact for Tom Bartholomew’s clients, responding to service inquiries about their accounts. She also takes charge of updating account information, processing checks and wire transfers, and preparing account performance reports for use during client portfolio reviews.
Hazel holds FINRA Series 7 and 66 securities registrations.
In her leisure time, Hazel enjoys spending time gardening, going to the beach, and hiking with her children. She also volunteers for Abby’s House, a homeless shelter for women and children located in Worcester, Massachusetts.
Location: Worcester Office