Greater Westfield Chamber of Commerce

Easthampton Savings Bank - New Addition to Our Team!

Hello!

I am pleased to introduce Yolanda Mattaldi as my Administrative Assistant.

Yolanda Mattaldi is a Virtual Administrative Assistant at LPL Financial. She partners with advisors to provide support on administrative tasks and client management functions.  Yolanda has over 14 years of experience as an operations manager and five years in the financial service industry. She has worked in many capacities including as a financial advisor, operations specialist, and most recently as an advanced trader.  She completed her MBA in 2013, and looks forward to using her knowledge and experience to assist financial advisors in growing their businesses.

Yolanda is the mother of a 13-year-old and spends her free time at Taekwondo competitions. She also enjoys reading, spending time with close friends and family, volunteering, and assisting her church community.

In the last few months, I have witnessed a strong work ethic and an enthusiasm for getting the job done. She has been a great addition to my practice and I am sure you too will value her support.  Yolanda will partner with you on an ongoing basis to: develop a thorough understanding of your accounts, provide answers on account activity, policies, and statements, assist with any high priority escalated issues, assist with questions surrounding the Account View tool.

Yolanda can be reached at 833-292-0798 or by email at: Yolanda.Mattaldi@LPL.com

I am happy to serve you and I know Yolanda feels the same!

 

Sincerely,

Kristine A. Koczajowski, CFP®
CERTIFIED FINANCIAL PLANNER™, Professional
LPL Financial Consultant
Vice President, Financial Services

Yolanda Mattaldi
Administrative Assistant
(833) 292-0798

Securities offered through LPL Financial LLC, Member of FINRA/S

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