Client Service

Shelly Carter, Senior Client Service Administrator

Education: Associate of Applied Sciences, Brown Mackie College , Associate of Applied Sciences, Southwestern Michigan College

Previous Experience: Select Rehabilitation, Therapy Program Manager , Therapy Insights, Content Development Writer

Shelly is a Client Service Administrator at Curi RMB Capital. She supports the wealth management team by completing administrative and organizational duties, such as creating and maintaining client re

Lauren Saunders, Client Service Administrator

Education: BA in International Relations and French, Skidmore College.

Previous Experience: Broadridge Financial Solutions, Client Service Specialist , Brown & Riding Insurance Services, Strategic Client Relations Associate , Northwestern Mutual, Client Relations Coordinator

Lauren joined RMB Capital in 2023 as a Client Service Administrator. Lauren has worked in financial services for more than seven years, servicing clients with both their insurance and investment needs

Jeanine Meola, Senior Administrative Assistant

Education: BA in liberal Arts and Sciences, DePaul University

Affiliations: Chicago Foundation for Women

Previous Experience: Fairpointe Capital, LLC – Director, Institutional Sales , Optimum Investment Advisors – Director, Institutional Sales

Jeanine is the Administrative Assistant for RMB’s St. Joseph, MI office. Jeanine is responsible for managing all administrative functions related to the executive(s) she supports so that they are able

Emily Van Grinsven , Senior Client Service Administrator

Education: B.S. In Sociology, University of Wisconsin - Whitewater

Affiliations: Partners in Health Engager , Open Arms Free Clinic Volunteer

Previous Experience: University of Wisconsin-Whitewater, Warkhawk Connection Center Intern , Big Brothers Big Sisters of Eastern Massachusetts, Program Services Intern , Boston University, Research Assistant Intern , Founder/President Doctors Without Borders UW-Whitewater Student Chapter

Emily started her professional career with Curi RMB Capital in July 2021 as a client service administrator on the Milwaukee Wealth Management team. Emily supports the Wealth Management team by providi

Sophia Johnson, Executive Assistant and Office Manager

Education: BA in Social Sciences, Colorado State University

Affiliations: National Charity League (NCL), Liaison to Food Bank of the Rockies , The Guild of the Children’s Diabetes Foundation, Member

Previous Experience: AXS TV, Executive Assistant and Office Manager , RK Mechanical Service, Account Manager- Service Agreement Sales

Jennifer Williams, Senior Client Service Administrator

Previous Experience: Whirlpool Corporation, Executive Assistant , Peoplelink Staffing, Staffing Specialist , Blossomtime Festival, Assistant Director

Lindsay LeValley, V.P., Client Service Manager

Education: BA in Communications, Western Michigan University

Previous Experience: Whirlpool Corporation, Senior Administrative Assistant , Mid-West Family Broadcasting, Director of Marketing and Promotions , Mid-West Family Broadcasting, Sales Assistant

Hayden Batka, V.P., Director of Client Service

Education: BA in English and Textual Studies, Syracuse University

Previous Experience: FW: Chicago, Associate Editor , Syracuse University Press, Student Editorial Intern

Katherine Lester, Partner, Chief of Staff, Client Advisory

Education: BS in Finance and Spanish Language, University of Dayton , MBA in Leadership and Change Management and Health Sector Management, Kellstadt Graduate School of Business at DePaul University

Molly E. Eggert, V.P., Client Service Manager

Education: BA in Business Management, Luther College

Previous Experience: Armstrong, Fleming & Moore, Inc., Client Services Associate , Pinstripes, Inc., Event Sales Manager

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