Client Services Manager
(650) 385-9000 ext. 4910
With over 40 years of experience, Client Services Manager, Debbie Koelling, serves as the direct liaison between SSF Financial, clients and custodians. Debbie’s attention to detail, resourcefulness, organization, ability to multi-task, prioritize and manage project timelines are all skill-sets that benefit SSF Financial and the clients they serve.
Over the years Debbie has developed critical skills applicable to various industries. In addition to her vast experience in the financial services industry, she has also held positions at Microsoft and Digital Equipment Corporation. She has held sales, management and technical support roles across many industries and businesses, always with a singular focus – assisting clients with the highest caliber of service. Her confidence and poise are contagious, and you will always be greeted with warmth and a smile.
Debbie is a graduate of the University of California, Berkeley. She has two sons and enjoys spending as much time as possible with her two grandchildren. She is actively involved in her Home Owners’ Association, where she has served as President for many years. She enjoys cooking, walking (including a marathon to raise money for Leukemia), and giving back to the community through her blood and platelet donations at the Stanford Blood Center. She loves spending time with her Cavalier King Charles Spaniel, Daisy.