Holly Simeone

Holly Simeone
Client Services

Holly brings close to 10 years of customer service experience to the firm. She was a quick study in retail customer relationship management. Holly seamlessly brought best practices from retail to client administration and services at Lee Bank, her most recent employer.
Holly’s responsibilities cover areas of database management, administrative support, client services and event coordination.
She holds a Masters of Science in Finance from the New England College of Business and Finance. Holly earned a Bachelors in Business Administration, with a concentration in Management, from Fitchburg State University.