Every Day is an opportunity to learn from different challenges, whether it’s a new rule or regulation going into effect, an account related error or issue, or an advisor needing assistance with a Mutual policy or procedure.
I Power Success by using my knowledge and experience to ensure that Mutual and our advisors are satisfying their compliance obligations, while also providing them with the flexibility to meet the demands of their day-to-day business operations.
Outside Mutual I’m usually trying to keep up with the laundry or hanging out with my 3 kids.
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