I have 13 years of experience in a market-driven wealth management environment managing internal and external customer relationships. I’ve held several leadership roles due to my ability to quickly grasp departmental processes in fixed asset management, trades, derivatives, asset protection, risk management, and performance efficiency for control functions and testing procedures. By starting out as a Financial Advisor, I gained substantial communication and sales skills along with an understanding of financial products and services. After moving into the back office operations in 2013, I gained subject matter expertise in managed accounts, financial analysis, firm operations and compliance.https://www.hilltopwealthadvisors.com/disclosures.