Chief Compliance Officer | Director of Operations Phone: 423-933-1816 Fax: 423-933-3897 firstname.lastname@example.org
Gina brings over 20 years of experience in working alongside financial advisors. She handles complex client transactions and oversees all compliance and back office operations.
Formerly with American Express Financial Advisors (now Ameriprise), Gina oversaw regional operations for facilities, workflow design, accounting, licensing, administration, as well as a team of 70+ financial advisors.
From rapport building to issues management, Gina ensures continuity in the client/firm relationship. Gina truly enjoys building relationships with clients. The best interest of the client is always her best interest. Gina’s understanding and expertise on how money moves between financial institutions makes her an incredible asset to the HHM Wealth team.
Gina is originally from Mobile, Alabama. Gina and her husband enjoy visiting with family and traveling to D.C. to see their daughter.
Gina has a bachelor’s degree in business administration with a concentration in management.