Branch Operations Manager
Boca Raton, FL
- Financial Professional holding FINRA Licenses 7, 63, 9, 10
With 27 years of experience in the financial industry, Maria is responsible for branch operations in the Boca Raton office, working with staff to assist with their operational inquiries.
Her specialties include client inquiries and any special requests that may arise. In addition to interfacing with clients and providing excellent service, Maria handles account transfers, balancing and distributions.