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Jamie Oppliger is an experienced operations professional with a robust background in asset transfers. Since January 2022, Jamie has served as the Operations Manager for Transfer of Assets at Altruist, where contributions include the creation of ACAT/Non-ACAT processes to facilitate self-clearing and the development of a team to manage transfer volumes for a Registered Investment Advisor (RIA) firm. Prior to Altruist, Jamie held multiple roles at E*TRADE from March 2015 to January 2022, eventually becoming the Director of Operations Transfer of Assets, overseeing a team that managed various asset transfer processes. Earlier experience includes positions as a Senior Operations Analyst and Financial Services Representative at E*TRADE and a Customer Service Representative at PrePass, showcasing Jamie's diverse skill set in customer service and operations. Jamie is a holder of series 7 and 63 licenses and has a background in creating efficient processes and enhancing client experiences. Education was pursued at Western Governors University.