Paulette Fleming
Administrative Assistant
Paulette joined Asset Management Group in October 2006 as Dick Donner and John Roney’s Administrative Assistant. She is married, has 4 beautiful daughters and 3 grandchildren. Her responsibilities include assisting in the day to day processing of client requests and needs which includes:
- Maintaining client information and data files
- Following through on client requests and needs
- Scheduling of client meetings and appointments
- Preparation of account opening and transfers
