TH
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Client Operations Lead
Tomás Herrera
Runs onboarding, scheduling and the questions queue. The reason clients get answers within a business day.
Onboarding
Client communication
Systems and security
Credentials & memberships
Add designations and memberships here.
Profile
Tomás makes the firm easy to work with. He runs onboarding, keeps the questions queue moving and owns the systems the firm uses to move documents securely.
If you book a discovery call, Tomás is the person who makes sure the right people are on it and that you leave with a clear next step.