Shana Hutchins serves as a Client Associate and manages a wide range of daily client services with a commitment to providing our clients with personal and customized service. Shana works with fellow client associate, Cindy Pappert, to provide personal, prompt and confidential client service for each of our clients.
Shana’s client service responsibilities include:
- Receive and answer client account inquiries and service requests
- Receive and direct client account deposits and withdrawals
- Schedule client meetings with the Petredis Investment Advisors team to formulate and update investment plans
- Process client account information changes
Shana started her career in banking in 2006. Prior to joining Petredis Investment Advisors of Wells Fargo Advisors in 2021, she worked for Dollar Bank, BNY Mellon and Mars Bank. While in her previous roles, she served as a Training Officer with a focus on retail operations. In 2019, she graduated from Leadership Butler County.
Shana graduated from Robert Morris University with a B.A. in Social Sciences. She has two stepdaughters and lives with her husband in Cranberry, PA.