LS
Lesley Sun
Advisor Advocate at Nifty Advisor Support
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Work Experience
Advisor Advocate
Feb 2020 - Present · 4 years and 10 months
evergreen wealth advisory group
Business Operations Manager
Jun 2013 - Present · 11 years and 6 months
app artist software
Office Manager
Oct 2012 - Mar 2013 · 5 months
Company Details
11-50 Employees
Nifty Advisor Support solves talent and client experience challenges for Registered Investment Advisors. Since 2018, we have collaborated with Registered Investment Advisory firms of all sizes and stages to navigate technological, strategic, and cultural advancements. Our team comprises seasoned industry professionals with deep expertise in digital marketing, client servicing, financial planning, recruiting, and training. We offer flexible and customizable services tailored to meet the unique needs of each Registered Investment Advisor. Discover our Virtual Assistance and Fractional Recruiting solutions today.
Year Founded
2018
Social Media
Linkedin
Industry
Financial Services
HQ Location
Silver Spring, Maryland, US
Keywords
Graphic DesigVirtual AssistantProject ManagementFinancial PlanningRecruitingDigital MarketingOperationsSocial Media ManagementTrainingTalent Management
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