RETIREMENT WEALTH SPECIALISTS - Key Persons
Residing in Central Florida for over 20 years, I have enjoyed my career of over 16 years in the investment industry. Specializing in Operations Management, I've gained extensive experience in providing the highest level of quality and service to my clients and teammates.
Job Titles:
- Client Services Associate
I began my professional career in 2005 working in the Business Development department at GunnAllen Financial, successfully recruiting financial advisors from both independent and wire-house firms. In 2006, I was promoted to Supervision and Compliance Department Coordinator where I communicated with registered representatives, regional supervisory officers, branch managers, executives and numerous internal departments acting as a centralized hub. I have also assisted in special projects, correspondence documentation, audits, FINRA special requests, data maintenance, and reporting with different broker dealers over the years. With over 15 years industry experience with multiple broker dealers, on both the production and supervisory side, I can adapt and thrive in any role I am asked to take on.
When away from the office, I enjoy doing anything outside in our beautiful state of Florida, spending as much time as I can with my family, and golfing.
Job Titles:
- Client Services Associate
I am an Orlando native and graduate of the University of Central Florida. I enjoy spending time with my friends and family, cooking, traveling, and enjoying the Florida weather by the pool or at the beach. I have 14 years of experience working in client service, and most recently 4 years experience in servicing mutual fund client accounts with custodial bank BNY Mellon.