LaShonda DuvernayClient Service Associate
As a member of the Family Office Team, LaShonda is responsible for supporting and enhancing client relationships to ensure each receives a personalized, customized Pitcairn experience. She also plays a key role in helping new clients transition to Pitcairn. LaShonda works closely with the Wealth Management, Fiduciary Services, and Operations teams to ensure client transactions are executed accurately and efficiently. In addition, LaShonda acts as a liaison to the custodian, Pitcairn’s internal Operations, IT, and Tax departments, and corresponds with external advisors.
Prior to her current role, LaShonda served as an Administrative Assistant on the Family Office Team updating client information, managing forms in the Fidelity system, and performing other administrative responsibilities. Before joining Pitcairn, LaShonda held the position of Senior Financial Transaction Specialist at Allied Universal where she assisted in the quality assurance process including invoice adjustments, payroll discrepancies, and vendor invoices.
LaShonda is currently pursuing a Bachelor of Science in Communications online with the University of Phoenix.
Spending time with her children is LaShonda's favorite way to spend her weekends. And while she has done some traveling, she aspires to visit every state in the United States and travel to Africa. Closer to home, LaShonda's hobbies include cooking, shopping, and doing DIY projects.