Gary

I am currently responsible for overseeing operations for the Private Wealth Management (PWM) Billing team, which calculates and bills advisory fees quarterly for PWM accounts. I’m responsible, as well, for a new team, PWM Product Pricing Support that provides operational support for Alternative Investments. In addition, I’m local management support for Product Data Quality in Salt Lake City and the Business Continuity Planner (BCP) for all of PWM Operations.

I enjoy having a variety of responsibilities: They allow me to interact with all types of businesses and individuals globally while continuing to broaden my knowledge base.

I believe the firm rewards hard work and ability. If you prove your ability to work at high levels you will be recognized with additional responsibility, which hopefully correlates with job growth and advancement. I was recently provided the opportunity to manage a new team in addition to being selected as local management support for a different division that was transitioning functions to Salt Lake City.