Client Analyst, Assistant Vice President
A client analyst in Wellington Management’s Client Services Group, Courtney is responsible for delivering world-class service to enhance the client experience, overseeing contract and regulatory issues, reporting, client-directed transactions, and other client servicing and operational matters. She works closely with multiple client channels in the Midwest on a wide range of investment- and operation-related matters. She also serves as the ESG Specialist for the Client Services Group, Americas.
Prior to joining Wellington Management in 2018, Courtney held various client service and marketing positions at Marquette Associates (2011 – 2018). Before that, she worked as an administrator for LPL Financial (2009 – 2011).
Courtney earned her MS in leadership and policy studies from DePaul University (2015) and her BS in public and nonprofit management from Indiana University, Bloomington (2009).