We are happy to announce we have added three additional operational support personnel to our ranks, two of whom will be based in California helping to extend our hours to service reps in all time zones.
Lisa Miller, has 22 years of experience in the industry working as a Sales Assistant and Senior Operations Associate. Most recently, Lisa was affiliated with Northeast Securities. Lisa will be working alongside our back office staff in our Woodbury home office.
Stan Dungca has 4 years of experience in operational support from Financial West Group. He specializes in cashiering and transferring accounts. Stan will be working remotely from Moorpark, California.
Amber Gillet is a new consultant helping Vanderbilt Advisors through their transition phase. Most recently, Amber held the position of Transition Specialist at First Allied Securities. She has over 15 years of experience in various Operations roles, with 10 of those years especially focused on transitions. A native Californian, Amber will operate remotely from San Diego.
Please join us in welcoming Lisa, Stan, and Amber!
