CLIENT SERVICE TEAM
Claire Jandrain
Associate Relationship Manager
As an Associate Relationship Manager, Claire takes great pride in servicing clients in an efficient and courteous manner. Claire began her career as a marketing associate for a local investment advisory firm before going on to become their director of operations. Along her path she found that the most fulfillment from developing and fostering relationships with clients as they went through life’s milestones.
In Her Own Words:
“I am dedicated to helping the families we serve by making their experience with Triangle Wealth Management as seamless and efficient as possible. The best part of this role is the relationships that are created with clients and I look forward to each interaction that allows the relationship to grow. ”
Past Experience:
Director of Operations, AIM Advisors
Credentials/Certifications:
North Carolina State University, B.S., Fashion and Textile Management