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Gabrielle Wood

Gabrielle Wood

Client Support Specialist

Gabrielle Wood re-joined NetVEST in 2024 with over 25 years of expertise in the financial services industry. Prior to joining NetVEST, Gabrielle served as a Senior Investigative Specialist at Edward Jones, where she honed her skills delving into the intricacies of retirement accounts, IRS regulations, social security, error mitigation, tax reporting processes and training of financial advisors. In her current position as NetVEST’s Client Support Specialist, Gabrielle assumes a multifaceted role in the operations department, where her responsibilities encompass various facets of client management and operational duties. She plays a pivotal role in the onboarding of new clients and the processing of client transactions and accounts. Moreover, she serves as a bridge between multiple departments, fostering collaboration and a comprehensive approach for optimal interoffice communication. Gabrielle actively contributes to the optimization of operational processes, working closely with NetVEST’s operations manager to develop streamlined workflows. She began her career in finance at NetVEST when her father opened the firm and is pleased to return; her proactive approach to problem-solving and her dedication to excellence make her a valuable part of the team.