Gail joined Proctor Financial in 2005, bringing her wide-ranging experience at both retail and institutional investment firms, as well as at several corporate firms. Before joining our firm, Gail worked for TJX Companies as a Senior Financial Analyst. Prior to that, she worked with the fixed income portfolio management team at Loomis Sayles in Boston. She rounds out her experience through past positions at several retail brokerage firms as well.
As a Client Service Associate, Gail is responsible for helping our clients with any number of administrative requests. She also maintains our database, and helps manage important data for our clients’ investment portfolios. In addition, Gail ensures that our clients’ account information is updated on our website every day.
Gail graduated from the University of Vermont with a B.S. in Business Administration.
A devoted animal lover, Gail has served on the Board of Directors for Baypath Humane Society. In her spare time she enjoys volunteer work at the animal shelter, spending time with her family in Maine and on Cape Cod, and hiking with her dog. Gail lives in Ashland with her husband and Labrador Retriever.