Office Manager/Client Services Representative
Esmeralda Passanisi handles all firm-level and client operations for Ridgeline Financial Partners, managing everything from customer service to processing new business to maintaining client and compliance files. With more than 20 years of experience in the financial and insurance industries, Esmeralda brings a wealth of industry know-how to Ridgeline Financial Partners.
Prior to taking on her current operations responsibilities, Esmeralda worked for seven years in a similar role at Carbray Staunton Financial Partners. She has also worked for Phoenix Life Insurance, MetLife, and New England Financial. Her experience is invaluable to the success of Ridgeline Financial Partners.
Outside of the office, Esmeralda enjoys spending time with her husband and their three children. She also likes working in her garden and reading a good book.