Harrieth
New Client Manager
Harrieth, known as Harrie, is a New Client Manager at CPT Institute, where she plays a vital role in assisting clients with the establishment of special needs trusts. With a focus on conducting no-cost consultations and qualifying individuals into SNTs, Harrie ensures that her clients receive personalized support throughout the process.
Harrie brings over four years of industry experience, having served as a Case Manager, Junior Trust Officer, and Trust Administrator. Her progression in these roles has equipped her with a deep understanding of the intricacies of trust management and client care.
Harrie holds a Master's Degree in Educational Leadership from Northern Arizona University, which has sharpened her skills in leadership, communication, and client relations. Guided by her core value that "Honesty is the best policy," she strives to build transparent and trustworthy relationships with every client.
Outside of her professional life, Harrie is curious about the natural world and would love the opportunity to have dinner with Charles Darwin, a testament to her passion for exploration and learning.