As a Compliance Officer with First Command Financial Services, she is focused on fostering a "compliance-as-partner" culture. Her background includes directing transitions and operations at Prospera Financial and LION STREET. She holds a Master’s degree from Texas Tech University and a Series 24 license, demonstrating deep industry expertise.
She finds inspiration in stories of perseverance, drawing parallels between the journeys of college football players and overcoming professional obstacles. This suggests a strong appreciation for resilience, dedication, and the human stories behind success in any field.
She has a unique career path, moving from managing advisor transitions and operations to specializing in field examination and compliance.
Read the full overview →While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. It is quite likely of them to ask for pricing or other concessions. They prefer to fully evaluate every situation.
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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