Sheila Dion efficiently processes all the incoming Client Family Surveys. Dion also handles incoming mail, data entry of the surveys, and manages all returned surveys. Dion’s speed and attention to detail enable the Client Family Surveys to be processed in a timely and accurate manner.

Previously, Dion worked at PFPC Global Fund Services as an Investor Services Representative.
Dion attended Ana Maria College, Worcester MA and completed two years of her Bachelor of Science degree in Math.