As an Operations Service Administrator, Penny monitors daily operations and supports our Advisors and Client Service Administrators as they provide service to their clients. With more than 20 years of experience in investment operations, Penny is a valuable member of the team.
Before joining FinTrust Investment Advisors, Penny participated in the expansive growth of a local firm where she was responsible for both client and portfolio management. During her tenure, Penny played a pivotal role in several mergers and was able to take on high level responsibilities through several promotions.
Penny has proven her abilities and is recognized for her attention to detail and her willingness to learn the daily operations of the firm.
Education, Credentials & Special Training:
- Certificate in Accounting from Wingate College
- Various training classes in Investment Accounting Software
- FINRA License: Series 11
Civic, Community & Other Professional Affiliations:
- Member, Lee Road Baptist Church, Taylors, SC