Atlanta, GA 30338
Fax | 770/353-6338
E-mail | firstname.lastname@example.org
I bring a decade of experience supporting advisors and shaping operations for future growth. My goal is to be a significant part of the continued growth of the consortium and provide exceptional service to each of it’s members.
Areas of Expertise
- Advisory operations
- Creating processes and procedures
- Advisor and client support
- FINRA & SEC rules and regulation
- Compliance Supervision
Outside The Office
I love spending time with my son Miles and daughter Mila, husband Brian and dog Abby outside playing or going on family walks. When I do have time to myself, I enjoy sitting down with a magazine and a cup of coffee or looking for new healthy recipes to try on my family and friends.