As Operations Specialist, Deb works on all aspects of the client account process. In addition to helping with client services and operations, Deb will assist with portfolio analysis and goal planning and monitoring. She started with Raymond James in 2018, and works part-time. “I am excited to be part of this team of client-focused professionals.”
Deb has a B.S. in Business Administration (Finance/Accounting) from Colorado State University and previous work experience in the financial services industry. She has passed all three exams of the rigorous Chartered Financial Analyst Program and is working on other requirements to become a CFA charter holder.
Deb and her husband Jim enjoy spending time with their two teen-aged children. They love to travel, especially internationally. They also like to take advantage of all Colorado has to offer, enjoying the outdoors by camping, skiing, hiking and attending summer concerts.
