#MeetTheTeam: Lauren Downum is a member of our #finance & #accounting team in the SCF home office. She focuses on everything from bookkeeping and account reconciliations to accounts payable and accounts receivable. #teamwork #service #brokerdealer #RIA #business
#MeetTheTeam: As a member of our trading & operations team, John Cooper works closely with our financial advisors, as well as numerous vendors and custodians, on a daily basis. He is part of the supervision team that specializes in the review and approval of all new business that flows through the SCF home office. #teamwork #service #brokerdealer #RIA #business
#MeetTheTeam: Kacy Walker is a member of our #finance and #accounting department in the SCF home office. She specializes in the advisory fee billing process, coordinating with our #commissions team to pay #advisory fees to our advisors accurately and on time for each week’s pay cycle. #teamwork #service #brokerdealer #RIA #business
#MeetTheTeam: Alexander Jaramishian is a member of our compliance team in the SCF home office. He works with our compliance officer and our management team on drafting policies and procedures, reviewing trade activity, fulfilling regulatory requests and responsibilities, and many other ongoing projects that happen behind the scenes.
#MeetTheTeam: As a member of our Trading & Operations staff, Gina Calderon works with our advisors, product companies, and custodians on a daily basis. She’s part of the exceptional team that handles all new account submissions and account service cases that flow into the SCF home office.
#MeetTheTeam: Mason Twitty is our in-house Salesforce guru and our go-to for keeping SCF’s technology platforms hitting on all cylinders around the clock. #technology #salesforce
