Erin Moeller is the Chief of Staff at Journey Strategic Wealth, LLC where she skillfully manages administrative duties and client relations for her colleagues. She is responsible for a wide range of critical functions including managing all administrative workflow, client and firm communications, and vendor relationships.
Prior to joining Journey, Erin spent over 11 years at TD Ameritrade where she began building her career in the financial services industry. There she excelled in a variety of professional executive assistant positions, worked closely with the Board of Directors, and most recently supported the President and CEO.
Erin has a proven track record of exceptional performance in high-volume and high-pressure environments, outstanding communication and collaboration skills, and meticulous attention to detail.
She is an active member of The American Society of Administrative Professionals and is continuously invested in professional development through an outward mindset lens.
Erin grew up in Latham, NY and holds an Associate of Science degree, a Bachelor of Arts degree, a Master of Arts degree in Secondary Education, and her initial teaching certificate to teach English to grades 7-12. She is passionate about organizations including The Make-A-Wish Foundation, SAY, and Habitat for Humanity.
In her free time, you can find her skiing, cooking, or adventuring with her husband and their tabby cat Beans.
Achievements:
Co-led a workshop at the 25th Annual Administrative Professional’s Conference titled, “Professional Polish through Professional Development”