Client Relations - New Account Specialist
As an Administrative Assistant and Document Specialist, Alyssa oversees all documentation, processes and procedures when a new account is opened. Her goal is to have an easy, seamless and secure process for clients to review and sign applications. She has a passion for organization, workflows and procedures to create an efficient environment. She has 4.5 years of experience in the financial services industry as an office manager. Alyssa is a Notary Public and graduated from UVU with a Bachelors in Community Health. She recently became a mother in January 2018 and continues to provide excellent service to our clients and advisors working remotely.