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Regina R. Monroe

Regina R. Monroe

Client Service Associate

A member of theUgroup since its inception in 2000, Regina is the senior lead of the client service team. In this role, she is the clients' key liaison to expedite their account service requests. These requests include opening new accounts, assisting clients with online banking access, processing checks and wire transfer requests. Regina has extensive experience in a variety of investment-related capacities, including trade execution and reconciliation, account administration and client service support. She previously worked at Deutsche Bank Alex. Brown (2006-2011) and at Smith Barney (1995-2006).

Outside of the office, Regina serves as Coach of the Torrance Pop Warner Cheerleading Squad. Regina and her husband, Corey, live in Torrance, CA with their two children.

Phone: (310) 201-2702

Registered States: AL, AR, CT, GA, IL, KS, ME, MI, MO, NV, NM, ND, OR, SC, TX, VA, WI, AK, CA, DE, HI, IN, KY, MD, MN, MT, NH, NY, OH, PA, SD, UT, WA, WY, AZ, CO, FL, ID, IA, LA, MA, MS, NE, NJ, NC, OK, RI, TN, VT, WV


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