Affiliates is currently a subsidiary at Alight. Prior to this, they were with Aon Hewitt as an investment services consultant from January 2014 to October 2014. Before that, they served as the Director of Brokerage Operations with ING Financial Partners from January 2011 to December 2013. They have also been the Chief Operating Officer with Capital Guardian LLC from January 2009 to December 2011 and the VP- Affiliated Service & Ops with LPL Financial from January 2007 to December 2009. Additionally, Affiliates was the Director- Operations & Service Group with Fidelity Investments from January 2004 to December 2007 and VP- Customer Service with Pershing from January 1993 to December 2003.
Affiliates has an MBA in Management from Plymouth State University.
Affiliates reports to Jocelyn Wyatt, CEO. Abraham Leno - ECI, Sandra Garcia - Kuja Kuja, and Steve Roth - ORAM report to Affiliates. Affiliates works with Mark White - Chief Financial Officer, Karla Nagy - Sr Manager - Executive Office, and Sarah Hartman - Chief Operating Officer.
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