Operations Manager
Series 7, 63 and 65 registrations

Experience: 26 years

Education: Bachelor of Arts in Spanish, with minors in Business Administration and Russian, Slippery Rock University

Specialty Areas: Overseeing daily operations, including account management, trading and compliance. In addition, Maria is responsible for handling client’s requests, including buy/sell investments, transfers and distributions.

“I’m on the front line when clients call in and my goal is to make sure that whatever it is that they need is handled quickly, correctly and professionally.”