Client Experience Associate
“I am a people pleaser and like to see people’s issues resolved and their questions answered in the most efficient manner. My many years of experience in the financial industry enables me to quickly provide assistance and put smiles on our clients faces!”
Mercedes brings more than 20 years of financial industry experience in client service to the IMS team. She works directly with clients and handles firm operations. She received numerous awards for excellent client satisfaction while at Reuters North America. She continued helping clients through successful Project Management with Standard Insurance and Lifemap Insurance to ensure a smooth transition for employees of the new Employee Benefits carrier. Prior to joining IMS Capital Management, she worked in client service and project consulting with the Lakewood Center for the Arts, where she continues to volunteer to this day.
Fun fact: Mercedes loves 60s and 70s music, and has jam (singing) sessions with her daughters and husband when they get together as a family. She and Dan enjoy being “grandparents” to the two grand-dogs that one of their daughters is raising.
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