Business Operations Manager
I joined Guidant Wealth Advisors February 1, 2012
I handle many of the behind-the-scenes issues of keeping Guidant functioning, addressing issues with vendors and service providers; managing payroll and H/R; acting as lead liaison with our broker/dealer LPL; and staying up-to-date on the ever more complex government compliance regulations of the financial services industry.
Since day one when I joined Guidant I have been genuinely impressed on the team-approach to taking care of clients, and grateful to be part of an organization that is so dedicated to clients, first and foremost.
B.S. in Business Management; B.S. in Accounting; 20 years previous experience leading operations and finances at a start-up corporation
847-907-3269 Direct line