Tiffany Shrier serves as Director of Client Service and Operations at Global Wealth Management, where she oversees the firm’s service infrastructure, back office operations for the entire firm, and end-to-end client onboarding experience. Known for her deep operational knowledge and commitment to service excellence, Tiffany ensures that every family the firm serves receives a seamless, well-coordinated experience.

Tiffany joined Global Wealth Management in 2016 and has been instrumental in shaping the firm’s client service model. She has played a key role in building the processes that support account implementation, service fulfillment, and advisor coordination. Her leadership reflects a strong focus on compliance regulation, accuracy, communication, and client engagement.

In her 25 year career in the Financial Service industry, she has served as a Financial Advisor Assistant with American Express Financial Advisors, a Branch Office Administrator at Edward Jones and an ASA with Global Financial Private Capital, where she supported 50 Financial Advisor offices around the nation.

Tiffany holds a Bachelor of Arts in Psychology and a 2-15 Insurance License. Her background in both compliance regulation and operational systems enables her to balance efficiency with empathy, ensuring every client feels supported, informed, and connected throughout their relationship with the firm.