Client Service Specialist

Tiffany Venditti in an integral part of the Optimized Business Transitions, LLC team. A former Charles Schwab Branch manager, Accredited Asset Management Specialist (AAMS®) and she has been working in financial services for over twenty-five years.

Tiffany understands the intricacies of advisory services, and though not currently working in a client facing capacity, she knows what needs to happen behind the scenes to make sure client projects are well managed and optimally maintained. Tiffany is detail-oriented, organized and efficient with processes. She has strong communication skills, a commitment to customer service, and enjoys building solid, enduring client relationships.

In addition to holding a lifetime AAMS® accreditation, Tiffany has a Bachelor of Science in Psychology from Lafayette College of Easton, Pennsylvania. When not coordinating moving parts in the office, she’s coordinating family life with her husband Tony and their three active teenagers. Tiffany spends her free time hiking, skiing, and sharing life with friends and family.