Sallie has over 25 years experience in the investment business and has worked on the broker/dealer side, with a Registered Investment Advisor, and in a Family Office. Her experience is primarily in client services and operations trading for high net worth individuals, all while overseeing compliance regulation.
Sallie began her career by obtaining her Series 7 and 63 licenses and working with high net worth clients for Kidder Peabody in Denver, Colorado. ... (login for more professional bio)