Client Service Executive
Lana has significant experience within the financial sector, particularly within client services having previously held similar roles at Coutts & Co and Cofunds. Lana joined Maseco Private Wealth in September 2014 as a Client Service Associate.
At MASECO Private Wealth Lana deals with account opening, transfers and payments, third party invoice payments and account maintenance. Additionally she handles requests for tax reporting as well as acting as a point of contact for all client enquiries.
In her spare time…
Lana enjoys travelling and has spent time exploring South East Asia, Australia and New Zealand. She also likes live music and can often be found at a gig/festival. Equally Lana enjoys spending time with friends and family.