As an Operations Associate Toni helps supervise and facilitate daily account reconciliation and provides support to client reporting, compliance and operational special projects. Before joining WST in 2018 Toni served as a Brokerage Investment Professional working with retail clients across a variety of accounts including non-retirement/ taxable, trusts and IRAs. In this role, she also assisted the research team in analyzing data for better solutions to major client issues and streamlining of processes.
Toni was born in Kennett Square, PA and graduated maxima cum laude with a bachelor’s degree in Finance, focusing on risk management, as well as a B.A. in Mathematics, from the Honors Program at La Salle University in Philadelphia. Toni was named Atlantic 10 Rookie of the Year and earned Academic All American recognition as a member of La Salle’s Division I women’s lacrosse team.
Toni enjoys rooting for her favorite Philadelphia teams, playing lacrosse and volleyball, surfing and spending time with her husband and adopted dog, Nala. She also spends time volunteering with the Special Olympics and the First Colonial High School wrestling team.