Chrissy Lee serves as the Chief Operating Officer at Merit Financial Advisors since October 2022, overseeing the firm's daily operations and collaborating with various departments to enhance business processes and customer experience. Prior to this role, Chrissy held the positions of Chief Operating Officer and President at Asteria Wealth and Kalos Financial, Inc. from March 2007 to September 2022, and served as Operations Manager at Farmers Insurance in 2006.
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