Contact
19+
Years of
Experience
Trish Boggia-Phillips
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Trish Boggia-Phillips

Client Service Specialist

Responsibility

Trish believes exceptional client service is built on trust, communication, and follow-through. Working behind the scenes, she coordinates client onboarding, facilitates asset transfers and cash movement, and oversees complex service requests with meticulous attention to detail. Through thoughtful communication and genuine care, she strives to make every client feel valued, informed, and confident that every detail is handled with accuracy.

Tampa, Florida

813.934.6246

Prior
Positions

  • 6+ years at Oppenheimer & Co., Inc as Senior Client Service Associate
  • 6 years at Ameriprise Financial as Client Service Associate/Marketing Specialist
  • 4 years at MAC Cosmetics as Operations Manager
  • 5 years at Nordstrom as Assistant Department Manager of Cosmetics and Fragrance, and Retail Manager of MAC Cosmetics
  • 7 years at Capital One as Supervisor of Merchant Resolutions and Payment Investigations

Credentials

  • Financial Services Professional for 10+ years

Personal
Profile

Trish enjoys visiting her family in Ohio, cooking, entertaining friends, dancing and DIY creative projects. She also serves as Vice President of her HOA Board. As a mother of two, she treasures family traditions and believes some of life’s best conversations happen around the dinner table.

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