FISCAL FITNESS - Key Persons
Andrew joined Fiscal Fitness in October 2017. He has been working in the financial services industry since 1989. His experience includes working in the banking industry, using different clearing systems such as DTCC, FED, Euroclear, and CREST. After relocating from New York to Charlotte, NC in 2000, Andrew worked for SunGard for 12 years. He then gained PortfolioCenter experience while working at B-Ready/Envestnet. Andrew has proven himself to be excellent at delivering high-touch service to clients and we are excited to have him join our team.
Ann joined Fiscal Fitness in January 2007. Prior to working with Fiscal Fitness, Ann worked for 30+ years as a dedicated Customer Service professional in the Manufacturing Service Industry. Ann thrived in this fast paced, ever-changing, and demanding business and her experience included domestic as well as foreign logistics. Outstanding, world-class customer service and attention to detail have always been Ann's priority and focus. Now clients of Fiscal Fitness enjoy that same level of customer service and attention to detail.
Job Titles:
- Account Manager, Seattle, WA
Jenn joins Fiscal Fitness with 20 years of financial services experience. Prior to joining our team, Jenn was AVP of Reinsurance for a mortgage insurance firm based in Philadelphia, PA. Jenn's career path is deeply rooted in analytics. Her extensive reporting knowledge, customer liaison expertise, and strong desire for 100% accuracy in all aspects of reporting, mirror the Fiscal Fitness mission. Jenn earned a BA in Economics, with a concentration in Accounting, from Rutgers College.
Linda has worked in the Financial Services Industry since 1991. Working for an Investment Advisory firm in La Jolla, CA, Linda was given the responsibility of implementing and administering PortfolioCenter (then known as Centerpiece). Five years later Linda founded Fiscal Fitness in order to provide on-site training to Investment Advisors and their staff. Fiscal Fitness has since expanded their service offerings and Linda serves as the Lead Consultant.