Chelsey Grijalva

Client Service Associate
Chelsey Grijalva

Chelsey is an experienced professional with a passion for providing exceptional client support. With an educational background in Sociology, she has an enterprising spirit in growing businesses, and optimizing workflow processes to contribute to a positive work environment.

As part of the Operations team, Chelsey brings years of success in providing solutions to a variety of business problems across different sectors. Her skill in developing client relationships is key to providing an exceptional experience. Along with the other Operations team members, she is committed to your successful partnership with Griffin Black.

Professional Degrees & Credentials

  • Associate of Arts: Social and Behavioral Sciences, Butte College

Personal

I have a great love and deep respect for nature. When not outside exploring the amazing biodiversity the bay area has to offer, I love to curl up with my cat and a good cup of tea, studying native and nutritive herbs for my next herbal infusion or formulation. I take great pride in holistic wellness, and enjoy curating my own salves, tinctures, tonics, and lotions for family and friends.

Let’s Get Acquainted

What can we help you find?

Griffin Black Portal

  • Investment Reporting
  • Meeting Notes
  • Account Statements
  • Single Signon to eMoney
  • Billing Statements
  • Document Sharing
  • Tax Statements (1099s, etc)

emX / eMoney

  • Financial Planning Tool
  • Account Aggregator
  • Budgeting & Spending

NetXInvestor®

  • e-Delivery – Going Paperless
  • Tax Documents (1099, 1099R, etc.)
  • Account Statements
  • Pershing Communications