Angel joined Stein Wealth Advisors in November 2022 as the Director of Client Experience. Her responsibilities include providing first-class client service, client communications, addressing client requests, managing office operations, calendar management, and supporting staff on client-related tasks.
Angel comes with 10 years of consumer finance experience where she started as an administrative assistant and worked her way up to Branch Manager. In her previous role, she was responsible for all parts of a loan – originate, process, underwrite, close & service. Angel also spent 4 years in the mortgage industry as a Senior Loan Closer/Team Lead. As a leader, Angel strives to develop and motivate those around her.
Angel is customer service oriented and consistently striving to exceed expectations. She describes herself as determined, analytical and outgoing. She is passionate about building trust and assisting clients, to achieve positive end results.
Angel grew up in Washington, PA. She currently lives in Canonsburg with her husband, Chris. They enjoy lazy days with their dog, Mia, or spending time with friends, going to concerts, drag shows, and karaoke nights.