Advisor Services, Operations
Annette has over 22 years of experience in the financial services industry. She works with the entire Securities team to coordinate and support the objectives and goals established with our partners. While her primary responsibilities are customer service, new business processing, and technology platform facilitation, she also works closely with our compliance/supervisory team and the various key team members at Royal Alliance Associates, which is our broker dealer.
Licenses: Indiana State Life & Health
Education: AS, Business, Edison College