Alexis Salonica

Senior Accounts Coordinator

Alexis is NDC Advisors’ Senior Accounts Coordinator. One of her primary responsibilities is the onboarding of new prospects through the account opening process. Her duties include managing the account pipeline, serving as a resource for questions concerning products and services, compiling information from attorneys and corporate trustees, overseeing the proper funding of new accounts and communicating with families throughout the process. She most recently took on the role of Office Manager as well and oversees the daily operations of the office which includes leading the support team, and the recruiting and training of new support staff.