Isabel Bergantim

Director of Client Relations

Isabel is a graduate of Bristol Community College's Office Technologies program. She has 18 years of experience in the financial services industry and is fluent in Portuguese. She is responsible for the overall development, implementation and administration of all clients’ accounts at the company. Isabel takes care of the many duties directly related to client activities and fulfillment of clients’ needs.

RI: (401) 619-6990
MA: (508) 672-7500