Barbara Exter has extensive experience in the financial services industry, currently serving as the Agency Supervisory Officer and Financial Advisor at Creative Financial Group since June 2013. Responsibilities include monitoring and ensuring compliance of Financial Services Representatives and Financial Advisers with regulatory guidelines. Prior to this role, Barbara held positions such as Branch Office Examiner at H. Beck, Inc., where branch examinations were conducted, and Investment Specialist at Guardian Life Insurance, focusing on asset management and product allocation. Additional experience includes roles at Nationwide Financial in investment product management and compliance, as well as operations management at Heather Financial. Barbara holds a diploma from the University of Delaware and graduated from Brandywine High School with honors.
Sign up to view 0 direct reports
Get started