With more than a decade of experience in banking and financial services, Monika brings a strong commitment to client care, operational excellence, and relationship management to her role as Client Services Manager. She is known for her detail-oriented approach, proactive communication style, and dedication to delivering a seamless client experience.

Prior to joining Moneco in 2026, Monika spent over ten years with Wells Fargo Bank, N.A., where she supported high-net-worth clients, financial advisors, and branch operations in increasingly responsible roles. Most recently serving as a Licensed Relationship Banker, she managed the onboarding and ongoing service needs of more than 100 client relationships, ensuring strict compliance with regulatory standards while delivering personalized, high-touch service. Her work included coordinating account documentation, facilitating money movement, preparing materials for advisor meetings, and resolving client requests with accuracy and efficiency.

Throughout her career, she has built a reputation for organization, responsiveness, and strong problem-solving skills in fast-paced financial environments. Her collaborative approach and commitment to excellence have earned consistent recognition for service quality and client satisfaction.