Sanjay Arora takes customer service very seriously. So does his office team. Together, they are committed to providing exceptional customer service to all of their clients.
Kathryn “Katie” Peterson, joined us in 2008 as a vital resource to our investment operations area. She brings a background of financial acumen and understanding to her position. She has previously served as a Financial Representative with Northwestern Mutual. Katie completed her studies at Northeastern with a BA in Sociology and a minor in Mathematics. She is able to answer a multitude of questions surrounding your accounts and can assist you with many of the transactions you may need.