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Financial Symmetry expands Operations Department with new Data Specialist
Financial Symmetry expands Operations Department with new Data Specialist
Financial Symmetry, Inc. provides fee-only financial planning, investment management and wealth management services for individuals and their families.
Raleigh,
NC,
United States of America
(prbd.net)
29/07/2011
July 29, 2011 -- Financial Symmetry, Inc. (FSI), a locally-owned, fee-only financial planning and investment management firm, has recently hired Cameron Hendricks as their Data Specialist, to support their operations department.
Cameron joins the firm after participating in FSI’s financial planning internship program in the spring of 2010. He recently graduated from NC State University with a B.S. in Business Administration, Finance, with a minor in Accounting. As Financial Symmetry has continued to grow, so has Cameron’s role within the company.
Cameron’s responsibilities include supervising data collection and processing for our clients’ accounts, developing new processes to manage incoming data, and assisting our advisors with wealth management reporting. Cameron also supports our team’s cost basis reporting and tax preparation services.
He is looking forward to improving and establishing new data processing procedures that will benefit FSI’s clientele in each of their fee-only services- financial planning, investment management and wealth management.
About Financial Symmetry, Inc.
Financial Symmetry, Inc. provides fee-only financial planning, investment management and wealth management services for individuals and their families. ‘Fee-only’ means that we neither sell products nor receive commissions, being paid solely by our clients. This allows us to offer our clients the impartial advice necessary to make effective financial decisions. Visit www.FinancialSymmetry.com or www.FinSymNews.com for more information.
Contact Info:
Cameron Hendricks
Data Specialist
Raleigh, NC
Financial Symmetry, Inc.
(919) 851-8200 ext. 207
chendricks@financialsymmetry.com
http://www.FinancialSymmetry.com
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