Operations
Our operations and administration departments ensure best business practices are followed to create the highest level of efficiency possible within our organization.
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Our Operations Team
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Naely Roman Administrative Assistant/Recruiting Coordinator -
Shannon Pentell Financial Officer
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Marybeth Gioia Human Resources
We guarantee that any advisor accepted into Advisors’ Academy will increase their business by at least 33% over a 12-month period, or we will pay them up to 1% additional compensation on any business they write with us. *Certain conditions and restrictions apply
