Client Relationship Manager - Lewisville Headquarters
Tiffany Chen lives in McKinney, Texas with her multiple rescue dogs. She enjoys home decorating, gardening, spending time with friends and volunteering as a foster for DFW Rescue Me, a local dog rescue nonprofit. As a foster, she is passionate about caring for those dogs in her charge as well as working to connect homeless and abused dogs with new “forever” homes where they will no longer experience the poor conditions from which they came.
Tiffany also serves as the rescue’s medical coordinator where she manages the health and microchip records of the organization’s numerous dogs. Additionally, she is responsible for scheduling medical and follow-up appointments for the the organization’s many dogs while they are in care.
Tiffany began her career in financial services in 2006 as a client relationship manager for Kris Maksimovich. In 2011, she returned to the same role with Global Wealth Advisors after a two-year move to California where she enjoyed the beautiful weather, scenery, and activities. In her role, she processes new clients, services inquiries, completes asset transfers, and provides ongoing support while pledging to deliver the highest level of service to clients.
Tiffany is a graduate of the University of Texas at Dallas where she earned a Bachelor of Science in Business Administration.
The Lewisville office is located at: