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Financial Symmetry expands team with new Operations Specialist
Financial Symmetry expands team with new Operations Specialist
Financial Symmetry, Inc. recently hired Grace Rooth as an Operations Specialist.
Raleigh,
NC,
United States of America
(prbd.net)
19/09/2011
September 19, 2011 -- Grace graduated from NC State University with a B.S. in Business Management – Finance and a Minor in Accounting.
Shortly thereafter, Grace joined Financial Symmetry, Inc. (FSI). She began her career with the firm as a financial intern in October of 2009.
As Financial Symmetry has continued to grow, so has Grace’s role within the company. In addition to her responsibilities of assisting with portfolio and wealth management, Grace’s new position includes supporting the growing operations team.
Grace assists with new account transitioning, trading and account maintenance processing, and gathering data and information for our investment and wealth management clients.
Going forward, she is looking forward to benefitting FSI’s clientele in each of FSI’s fee-only services- financial planning, investment management and wealth management.
For more information about Grace and what she does for Financial Symmetry, see her bio on our main site: http://financialsymmetry.com/our-team/grace-rooth. She can also be contacted by email, grooth@financialsymmetry.com, or by phone, (919) 851-8200 ext. 206.
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 for more information.
Press Contact :
Grace Rooth
Operations Specialist
Financial Symmetry, Inc.
Raleigh, NC
(919) 851-8200 ext. 206
grooth@financialsymmetry.com
http://www.FinancialSymmetry.com
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