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Client Services
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Michelle Leeds, RP® Director of Client Services Michelle directs and coordinates administrative services. All her efforts are focused on creating an exceptional experience for Private Ocean clients. Michelle is responsible for training new team members on company programs. Prior to joining Friedman & Associates in 2003, Michelle held a range of client services positions. Education
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Cynthia Greenfield Cynthia performs double duty as executive assistant to Greg Friedman and a member of the Private Ocean marketing team. She helps Greg schedule and perform all of his daily operations and duties as firm president. She also plays a key role on the marketing team, supporting business development and new client relations. Cynthia's previous professional experience includes marketing and executive support in financial services and consulting businesses. Education
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Isabel Hayes Isabel handles client service requests, answers the phone and greets clients. Prior to joining Private Ocean, Isabel was assistant to a financial advisor at Belvedere Global Investors. She has over 20 years of customer service experience. Education
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Liberty Laureta As client services associate, Liberty assists Private Ocean clients with critical transactional details. She handles all necessary paperwork for account transfers, withdrawals, reports and other vital account maintenance activities. She also acts as liaison between clients and their various financial institutions. Prior to joining Private Ocean, Liberty was assistant to a research analyst at FBR & Co. Education
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Marla Mulligan Reporting directly to chief operating officer Susan Dickson, Marla manages work flow to the administrative staff. She is responsible for the distribution of quarterly reports, newsletters and other client communication. She also assists in a variety of human resources functions. Before she joined Private Ocean, Marla spent 12 years with American Express in a range of customer service and training positions. Education
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Rod Munios Rod serves as client service associate. With his years of experience in the financial industry, he understands client needs and expectations, making sure they feel secure, comfortable and confident that they are being provided with the highest quality of service. Prior to joining the Private Ocean team, Rod worked at Smith Barney, UBS and Wells Fargo Investments. Education
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Tim Talbott, MA Tim helps Private Ocean clients with a broad range of essential transactional details. He handles all necessary paperwork for account transfers, withdrawals, reports and other vital account maintenance activities. Before joining Private Ocean, Tim worked as an income tax debt consultant. Education
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Joyce Thorn, MBA Joyce's duties include general account maintenance, handling client requests, troubleshooting and a wide variety of operational and support functions. Previously, Joyce worked at Charles Schwab as a project manager in corporate service quality, helping maintain high levels of customer satisfaction and loyalty. At Schwab, she held general securities and sales supervisor licenses. Joyce also worked as a sales assistant at Lehman Brothers. Education
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