Angela Gilmore brings nearly 30 years of financial services expertise to her role as Business Development Officer and Compliance Liaison. With a robust background in process optimization, CRM administration, compliance standardization, and operational efficiency, she excels at streamlining processes and leveraging data analytics to drive growth.
Angela has held pivotal roles across the financial industry, including:
- Senior Sales Analyst, where she enhanced Salesforce capabilities and improved engagement strategies with broker-dealers and RIAs.
- National Accounts Analyst and Operations Liaison, managing national account databases and innovating tracking dashboards.
- Operations Manager, where she established a new operational team and aligned procedures with regulatory standards.
- Compliance Services, where Angela leveraged her FINRA Series 6, 7, 26, 63, and 99 licenses, coupled with extensive industry experience, to ensure comprehensive and meticulous documentation for the organizations she represented.
Outside of finance and securities, Angela enjoys the serenity of her cabin, where she indulges in painting, gardening, and exploring nature. Her creative pursuits complement her analytical expertise, reflecting a well-rounded and dynamic professional.
