Quantum Private Wealth Expands Investment Services With New Hire

LAKE FOREST, Ill., March 17, 2021 /PRNewswire/ -- Quantum Private Wealth (www.quantumprivatewealth.com) today announced the on-boarding of Andrea O'Brien as Client Service Administrator, effective immediately. Andrea expands Quantum's growth in investment talent and client service capabilities by leveraging her extensive experience in the financial industry. She has held various positions including, most recently, Senior Client Service Associate for UBS Financial Services.

Andrea will report to Jen Morreale, Senior Client Service Administrator, reigniting a working partnership they previously enjoyed at UBS for over seven years. Together they will help bring to practice the Quantum e3 model – Empower, Enhance, Elevate – for current and potential clients seeking a legacy wealth platform.

"We couldn't be more excited to welcome Andrea to our Quantum team," said Jim Perkins, CEO of Quantum Private Wealth.  "Her passion for client service and wisdom of the financial industry will add fuel to our growing momentum in the marketplace."

Please visit www.quantumprivatewealth.com for more information or reach out directly to Jen Morreale at 847-474-1402 to see how we can help make your money do more for you, your family, and your legacy.

Quantum Private Wealth

Quantum Private Wealth helps transform clients from making money to making money do more. Our unique e3 model – Empower, Enhance, Elevate – builds an investment plan and platform for not just wealth, but multi-generational legacy wealth. After all, if money is a means, isn't it time for it to mean more?

The Lotus Coterie

The Lotus Coterie ( www.lotuscoterie.com ) was founded by ad industry creative veteran, Daniel Fietsam, in 2018. A full-service idea-based business delivering world-class creative without the world-class overhead.

SOURCE Quantum Private Wealth