Client Services Coordinator
Deirdre is our Client Services Coordinator at Longhorn Wealth Management Group, where she is responsible for preparing and processing all new business applications as well as providing full service on all existing client accounts/contracts. She also manages all of the applicable compliance requirements associated with both of these areas of our client servicing.
Deirdre traveled the world with her family as a child before they settled on Florida as their permanent residence when she was 12. She selected Texas Christian University (TCU) in Fort Worth to earn her bachelor of science in nutrition, and then went on to later receive her Executive MBA from The University of Texas at Dallas (UTD). She has worked in the financial industry for over 17 years, where she was spent considerable time as a relationship manager with The Bank of New York.
Deirdre is a member of The University of Dallas at Texas alumni program, and hopes to soon play a more active role. She is an avid music enthusiast and enjoys listening to all genres of music and attends as many concerts as possible. She also volunteers with various local charities such as Habitat for Humanity, The Dallas Arboretum, Boys and Girls Club of America and Swim Across America which raises money and awareness for cancer research and treatments.