In her role as an Operations Specialist, Liza helps oversee operational activities for clients, which includes moving money, opening new accounts, working with TD Ameritrade and Charles Schwab, and handling all other account maintenance needs.
In her prior role, Liza worked for one of the largest financial firms as a Senior Operations Specialist within the cash management department. Liza was a seasoned processor and specialized in retirement accounts, speaking to numerous advisors and clients throughout her day. Liza’s ability to speak many languages has assisted in her career growth when dealing with countries overseas, especially in the Middle East. Liza attended San Diego State University and is also a public notary.
In her free time, Liza loves to swim and go on walks or to the gym with her family.
Why I Do What I Do:
I chose this role because I see different day-to-day requests, and I love a challenge, researching different types of requests and finding the correct answer.