News By Tag Industry News News By Location Country(s) Industry News
| Alliance Financial Partners Adds New Senior Operations ManagerTweet this: Alliance Financial Partners has added new senior operations manager Katherine Mach . #PalmCoast
By: Alliance Financial Partners Katherine is from the Cleveland, Ohio area where she spent the majority of her life until recently moving to Palm Coast last year. She attended Cleveland State University and has been in the banking and financial industry for approximately eight years. Her most recent position was with PNC Investments at their corporate office. She holds a Series 66 and Series 7 securities registrations. Katherine's duties as senior operations manager include client data analyzing and input, back office operations, organizational flow and systems, as well as customer service and assisting clients with paperwork. Katherine lives in Palm Coast, is married and has two children. Launched in 2010, Alliance Financial Partners, Inc. is a full service financial planning company focusing on investments, insurance, and financial services. They are locally owned and operated by David L. Fowler and Edward Herrera. They share a special "hometown" relationship with local businesses, educational community and individual clients. They strive to be actively involved in helping the community plan, achieve and enjoy a well-earned retirement. Alliance Financial Partners has two convenient locations: 1 Florida Park Drive North, Suite 105-B, Palm Coast, and 216 S. 3rd Street, Flagler Beach. # # # Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC (http://www.sipc.org/ Federal and state insurance and securities rules and regulations prohibit registered representative( Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC). Alliance Financial Partners, Inc. is not a subsidiary of nor controlled by Voya Financial Advisor. 2552803_0417. End
|
| |||||||||||||||||||||||||||||||||||||||||||||||||||