Corient
Princess Wells, MBA, is a dedicated professional with diverse experience in client services and technical recruiting. Currently serving as a Client Service Associate at Corient since March 2024, Princess previously held positions as a Client Services Associate at Dunham from February to December 2023, where the company specializes in investment advising. Earlier experience includes a role as a Technical Recruiter and Associate Recruiter at Optomi, which focuses on technology talent acquisition. Princess also contributed as a Student Consultant at Modern Realty, leading a team to launch a real estate course, and worked as a University Representative for Northwood University, promoting alumni funding efforts. Princess began her career in customer service as a Front Desk Receptionist at Amerilodge Group, developing essential communication and organizational skills. Educational qualifications include an MBA from Northwood University's DeVos Graduate School and a Bachelor's degree in Finance from Northwood University.
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Corient
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Corient combines the service, creativity, and objective advice of a boutique with the power of experienced advisors, extensive capabilities, and custom-built strategies to create a differentiated wealth experience. Corient is one of the largest integrated RIAs in the United States—with advisors across the country who have knowledge spanning the full spectrum of planning, investing, and money management disciplines. And, as fee-only fiduciaries, we are duty-bound to put you first.