Senior Client Service Representative, Private Wealth Management
Regina joined Bartholomew & Company in 2009, bringing with her more than 20 years of securities-related experience with a major northeast regional bank’s trust department and a national full-service brokerage firm. As a senior client service representative, she works with Dory Huard and James Cushman as a first point of contact for their clients, responding to service inquiries about their accounts.
Regina holds FINRA Series 7 and 63 securities registrations. She graduated from Fisher College with an associate degree in business.
Location: Worcester Office