RIA Innovations hires high caliber employees who work with advisors in order to ensure a smooth transition. We have an excellent team with extensive experience in the financial services industry. Our employees are fully set up with capabilities to engage with advisors whether they are physically present or virtual.
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Grace Talen
Operations Manager
Grace is an Operations Manager specializing in platform maintenance and improving internal processes. She has been with the firm since 2018 and has assisted in many departments of the company including Operations, Onboarding, and the Support Team. She is responsible for the overall management of Orion and Tamarac within the firm umbrella, platform research, product launches, and making platform improvements on our systems. She endeavors to optimize company procedures and strategize to make operations as smooth as possible with NWAM.
