Securities Operations Administrator
Before joining Crestone, Abby worked at Raymond James Financial as a Compliance Advisor and previously held a position as a Compliance Team Lead, responsible for directing adjustments to the firm’s corporate policies/procedures and conducting audits. Prior to Raymond James Financial, Abby worked in a Client Operations role at Fisher Investments where she gained an understanding of how back office operations shape the client experience.
Abby graduated Cum Laude with her Bachelors in Economics and Business Administration from the University of Florida. She is a FINRA Registered Representative holding the Series 7 and Series 24 licenses.