At CETERA, I directed daily financial operations supporting 200+ domestic and international financial professionals. I researched complex account and transaction discrepancies, coordinated resolutions across departments and external partners, and supported account activity while maintaining regulatory requirements.
I developed procedures, training materials, and workflow improvements to improve consistency and reduce errors, and led a team of 10–12 client support associates. At Brummett Reality Group, I support daily operations, lead generation, and real estate transaction documentation.
