Angela Keeley-White joins Financial Symmetry’s Operations Team

By: FatCat Strategies
 
 
Spread the Word
Listed Under

Tags:
* Financial
* Symmetry
* Angela
* Keeley-White
* Operations

Industrys:
* Financial planning
* Financial Advising

Location:
* Raleigh - North Carolina - US

RALEIGH, N.C. - July 8, 2013 - PRLog -- 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.

She can be reached at akeeleywhite@financialsymmetry.com 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.
End
Email:***@fatcatstrategies.com Email Verified
Account Email Address Verified     Disclaimer     Report Abuse



Like PRLog?
9K2K1K
Click to Share