Client Service Associate
Waverly is a Client Service Associate for Bragg Financial Advisors.
Waverly began her career in financial services at MFA, a membership-based trade association advocating on behalf of the alternative investment industry. There, she worked first on their Conferences & Events team before transitioning to the Membership Services team. Prior to that, Waverly was an account executive for a medical communications and marketing company. Waverly graduated from Elon University, where she received her Bachelor of Science in Sport and Event Management with a minor in Business Administration.
In 2023, Waverly moved to Charlotte, North Carolina, from her home state of New Jersey. Her parents and older brother remain in the northeast. Away from work, Waverly enjoys reading, traveling, spending time with friends, and discovering all Charlotte has to offer.
Responsibilities
- Client Service Associate
Education & Professional Experience
- BS, Sport and Event Management, Elon University
Experience
- 5 years industry experience
- First year on Bragg team
- MFA – Membership Services Manager
- HealthLogiX – Account Executive
Outside Interests
- Book club
- Traveling
- Time with friends