As branch operations manager for the downtown Greenville and Greer Raymond James & Associates offices, I was dedicated to being attuned to the needs of our financial advisors. I ensured that our team could focus on clients and prospects rather than compliance and administrative tasks, and I maintained an efficient, business-friendly office environment. My responsibilities included branch regulatory compliance, financials, reporting, recruiting, technology, office administration and managing the talented staff.

Assist financial advisors with creation and execution of marketing plans and materials.

Client communication and investment research