Financial Symmetry hired it's newest Operations Specialist, Angela Keeley-White. She is responsible for helping manage new and existing account transitions, and assisting with qualified plan rollovers and trading.
Online PR News – 11-July-2013 – Raleigh, NC – Angela Keeley-White is Financial Symmetry’s newest Operations Specialist. Angela has worked in the finance field since 2008 when she started as an intern at Financial Symmetry.
She grew up in Raleigh, NC, and graduated from North Carolina State University in 2009 where she received her Bachelor of Science in Finance. After college, she worked at a mortgage company for four years underwriting loans and also working in the appraisal department.
She is responsible for helping manage new and existing account transitions, and assisting with qualified plan rollovers and trading. She will also be working to improve Financial Symmetry’s existing operational processes with a focus on strengthening the integrity of in-house systems. Over time she will be working with the rest of the operations team in training and managing their intern staff as well.
"As our company continues to grow, we knew we would need to add more talent behind our operations team, and Angela is the perfect fit,” says FSI Operations Manager, Heather Gudac. “The skills we discovered during her internship have strengthened as her career has progressed. I am confident that these skills will allow us to continually better our client services. We are lucky to have her back on the team!"
Angela can be reached at firstname.lastname@example.org or 919-851-8200 ext. 209. For more information about Angela and what she does for Financial Symmetry, please see: http://financialsymmetry.com/our-team/angela-keeley-white/
About Financial Symmetry
Financial Symmetry, Inc. provides fee-only financial planning, investment management and wealth management services for individuals and their families. “Fee-only” means that they neither sell products nor receive commissions, being paid solely by their clients. This allows them to offer their clients the impartial advice necessary to make effective financial decisions. Visit www.FinancialSymmetry.com for more information.