Advisory Operations
About
The Advisory Operations team at Choreo is responsible for streamlining and managing the operational processes related to investment advisory services. This includes ensuring regulatory compliance, optimizing workflow efficiencies, and providing support to advisory staff to enhance client service delivery.
Team members
BG
Becky Greene
Senior Director, Advisory Oper...
Brooke Raley
Senior Associate, Advisory Ope...
CH
Caroline Hagan
Senior Associate Advisory Oper...
Haydee Jimenez
Senior Associate, Advisory Ope...
Jeremy Fisher
Senior Director, Advisory Oper...
Joy Parduhn
Managing Director, Advisory Op...
RL
Rachelle Laware
Associate Director Advisory Op...
Sam Nelson
Director Of Advisory Operation...
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