As a Senior Registered Client Service Manager in Houston, Angela’s assists the financial advisors by processing all client requests and opening accounts. In addition, she assists the analyst with presentations and proposals while also lending herself to assist the office manager with all overflow.
Angela comes to Telemus with 10 years of industry experience. Prior to joining Telemus Capital Partners, she was a Senior Registered Client Service Associate at UBS Financial Services and a Registered Assistant at Robert W. Baird & Co. Most recently, Angela was Director of Office Services at Atlantic Health Group where she trained new employees, set up company policies and guidelines and coordinated business development efforts.
Angela holds her Series 7 and 66 licenses. She is a member of the American Business Women’s Association-Tomball Chapter as well as Cub Scout Pack 200 Committee Chair for the Boy Scouts of America. Angela is currently pursuing her B.A. in business at the University of Phoenix.