Supports the TCCR investment management platform to continue to provide superior service in the investments arena. Supports the planning process by assisting with the preparation of the Family Desk Reference®. Administers the day-to-day management of the compliance program. Supports the firm's technology effort to improve select systems and processes. Investment Adviser Certified Compliance Professional®. Assist with client service work, internal projects and life insurance administration. Brings in-depth knowledge and experience gained from his 8 year tenure with Fidelity Investments, a well-known financial service provider in the investment industry. Earned Bachelor of Business Administrat