Luisa Shah is Client Service and Development with Wescott, supporting the Managing Director of Client Development and the Wealth Management Team. Her responsibilities include operational support on sales and marketing efforts, database and document management, tracking and generating reports, and coordinating with the Sales and Marketing teams to facilitate onsite events. Luisa supports the Wealth Management Team with daily administrative and client service matters. Additional responsibilities include serving as primary liaison with the Philadelphia office regarding office services, purchasing and facility management. She is a member of Wescott’s Sales and Marketing Committees.
Prior to joining Wescott, Luisa was a corporate analyst supervisor with a Miami healthcare facility. She has also held positions with organizations in the financial and IT fields.
Fluent in Spanish, Luisa earned her bachelor’s degree in health services administration from Florida International University. She is an advocate for the American Cancer Society and Planned Parenthood.
She resides in Miami, Florida.