Client Experience Associate
Dale joined Sachetta in 2012 as an Administrative Assistant. She has since utilized her training in accounting at North Shore Community College to become an integral part of our bookkeeping staff. She is our first point of contact with clients, and will most likely be the person you talk to when calling our office.
Dale has also been a licensed Realtor since 2007, and currently resides in Danvers, MA with her husband, Frank and dog, Scotty.
From Our Interview with Dale
“I love what I do. It’s very rewarding. I love the client contact and helping people whether I’m doing reports, opening new accounts, onboarding new clients, sending a gift basket or responding to the Wealth Management Team’s needs. I also have to say that another reason I like working for Sachetta is that the partners of the firm are wonderful men. They have created a holistic approach to servicing our clients, not just a transactional approach. And, they are wonderful to each one of us employees.
I think our clients are a reflection of the partners of Sachetta. They are loyal, responsive, and, pleasant. I have always enjoyed interaction with the clients of Sachetta. ”
Read our full interview with Dale here.