Operations & Marketing Manager
Profesional Certified Marketer (PCM®)
As the firm Operations & Marketing Manager, Dessy likes to figure out creative ways to promote the company and the advisory firms we service. She also likes to spend time planning volunteer activities for our firm. Dessy is responsible for creating/updating websites and marketing materials for existing and onboarding advisors. Some materials include websites, brochures, business cards, templates, model portfolios, and stationary.
As operations manager, Dessy’s main focus is project management, advisor onboarding experience, and projecting support throughout the firm. While most of her time is spent working closely with the service teams, Dessy also spends time with colleagues across all of our business segments and functions. She also helps strategize about our business plan and other major firm initiatives. She enjoys logistics, planning, and brainstorming creative solutions with teammates.
Dessy is registered as an Investment Advisor Representative, holds a Masters in Business Administration, a paralegal certificate in the State of Washington, and is a Professional Certified Marketer.