Barbara is at the heart of the client experience. She is the friendly voice who greets clients over the phone or coming through the door. Barbara handles the firm's operations, ensuring the smooth administration of client accounts. She has more than 16 years of experience in investment operations for banks and independent investment management firms.
Professional registrations:
General Securities Representative (FINRA Series 7) - covers the solicitation, purchase, and/or sale of all securities products
Uniform Securities Agent (FINRA Series 63) - covers the principles of state securities regulation reflected in the Uniform Securities Act
