Regine Shulman
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Regine Shulman

Client Fulfillment & Operations Coordinator

Regine runs client operations at WealthVerse, from onboarding and scheduling to documents and account servicing, so your plan keeps moving between meetings.

Full Bio

As Client Operations Manager, Regine is one of your day-to-day contacts at WealthVerse. Regine looks after onboarding, scheduling, documents and account servicing: the details that keep every plan moving between meetings.

When you start working with WealthVerse, Regine helps keep the process simple, from secure portal access and a short document checklist to following up on the paperwork so you don’t have to.

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Areas of expertise
  • Client onboarding
  • Scheduling and documents
  • Account servicing
Outside the office

Regine loves tacos and gymnastics

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