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Latricia Brown

Diligent and adaptable professional with approximately twenty years of experience in an accounting discipline. Possesses a strong work ethic and a com... View More

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CAROLINE BURGESS

Procurement and supply chain professional with 10+ years of experience managing complex sourcing, supplier relationships, and logistics operations acr... View More

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SHERRY MARION BASCOM

Detail-oriented Executive Assistant with extensive financial industry experience, adept at managing complex calendars and coordinating high-stakes mee... View More

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Certifications

  • SERIES 7, NATIONAL ASSOCIATION SECURITIES DEALERS (NASD)
  • SERIES 63, NATIONAL ASSOCIATION SECURITIES DEALERS (NASD)

Brenda Solorzano

Dedicated and highly organized Executive Assistant with extensive experience providing top-tier administrative support to senior leadership, includin... View More

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Kelly R. Castle

Achieved improved departmental performance through effective process and workflow development. Elevated customer satisfaction by implementing strategi... View More

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Certifications

  • Lead Beyond 2000 Leadership Program
  • Excel 2007 Certification
  • JCPenney Supervisor Training Program

Ann Christelle Labossiere

Community Health graduate with experience in academic and community-based environments supporting diverse populations. Skilled in administrative coord... View More

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Rafael Chirinos

Strategic Controller with over 20 years of experience in financial management for organizations with 250+ employees. Enhanced operational efficiency t... View More

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Certifications

  • Certified Public Accountant (CPA), 2008, Hold a GA license since 2008

MARIA ASSUNTA SUSAN BARTOLONE

Director & Advisor Success Manager with deep expertise in travel operations, advisor support, and revenue optimization. Proven ability to lead advisor... View More

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Lolita Sorensen

Strategic and results-driven SHRM-certified Human Resources professional with experience supporting employee relations, talent acquisition, organizati... View More

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Certifications

  • SHRM Certified Professional (SHRM-CP)
  • Society for Human Resource Management | July 2018

Louise Richmond

Louise is an accomplished Executive Assistant with over 20 years experience in leading and delivering executive support to C-suite and leaders in indu... View More

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