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Consulting Services
Professionals | Associates | Consulting Services
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Terri L. King
Terri serves as both a Senior Account Administrator and Compliance Assistant. In her role with the Consulting Services group she is involved with the preparation and execution of client paperwork, new account set-up, tracking of capital flows and quarterly report processing. Her compliance functions include anti-money laundering procedures and review of advertising pieces. Terri has been with the firm since 2003. Prior to joining EBS, she served in a similar role at Morgan Stanley.
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Becky A. Nelson
Becky is a Senior Account Administrator. She assists Mr. Suttman with the service and administration of his clients. Her duties include the preparation and execution of client paperwork, new account setup, tracking of capital flows and quarterly report processing. Becky has been with the firm since 1999 and previously served as the Director of Sales Compensation for The Berry Company.
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Marcia J. McNally
Marcia is an Assistant Account Administrator for the Consulting Services group. She supports all members of the professional and administrative staff. In addition to greeting all visitors to the firm and ensuring calls are answered in a professional manner, Marcia is responsible for sorting and distributing mail, processing incoming checks, maintaining log for monthly custodial statements, and other general administrative duties. Marcia has been with the firm since 2001. Prior to joining EBS, Marcia served in a similar role at MetLife.
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Dawn E. Kramer
Dawn is an Account Administrator and works with the consulting services professionals to support the needs of our existing client base and any potential clients. Her duties include the preparation and execution of client paperwork, new account setup, tracking capital flows, and quarterly report processing. Dawn graduated from Wright State University with a B.A. in Psychology. Dawn joined EBS in May 2006. Prior to joining EBS, Dawn worked for 9 years at a personal injury law firm as a paralegal and supervisor.
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