Bio: I have a background in financial services and currently work as a fractional CSA with Village Financial Services, supporting advisors and clients.

Bio: Grace is an expert CSA in financial services, known for accuracy, compliance, and managing complex tasks to deliver reliable client support.

Bio: As an experienced Project/Program Manager , I specialize in partnering with cross-functional teams to deliver impactful, tailored client solutions.

Bio: Jena

Bio: Operations professional fueled by iced shaken espressos, efficiency, and a love for the details! ☕

Bio: Test

Bio: Operational Partner

Bio: ✍️ Writer ~ AdvisorTechBook.com

Bio: Village Financial Services

Bio: Village Financial Services