The Operations Team at Nations Financial Group, Inc. ensures the seamless daily functioning of wealth management services by coordinating between advisors and various departments. This includes handling transaction processing, risk assessment, compliance monitoring, and implementing efficient systems to support and streamline advisor practices. Their focus is on delivering superior service, mitigating risks, and enhancing operational efficiencies to facilitate the growth and stability of independent financial advisors' practices.
Angel Xamonty
Senior Operations Specialist
Brandon Bernard
Operations Specialist
Carrie Wills
Operations Specialist
Craig Schlueter
Risk & Trading Specialist
Josephine Bautch
Operations Specialist
Mark Hughes
Operations Specialist
Matt Vawter
Trading & Risk Specialist
Tracey Krousie
Vice President Of Operations
View all