by Aleah Niemczyk | Sep 7, 2021
Our Team / Client Services Team, Operations Team Marian Martin Assistant to the President, Office Manager mmartin@agilipersonalcfo.com Job Description As Assistant to the President, Office Manager, I support Agili leadership in the areas of scheduling, billing,...
by Aleah Niemczyk | Sep 6, 2021
Our Team / Client Services Team, Leadership Team, Operations Team Van Nguyen, FPQP™ Director of Client Services vnguyen@agilipersonalcfo.com Job Description In my role at Agili, I work as the Director of Client Services, coordinating the back office of the firm and...
by Aleah Niemczyk | Sep 5, 2021
Our Team / Operations Team Amber Ott Director of Operations, Chief Compliance Officer aott@agilipersonalcfo.com Job Description As Director of Operations, I manage the internal operations of the firm in as efficient a manner as possible. I look for ways to...
by Aleah Niemczyk | Sep 4, 2021
Our Team / Client Services Team, Operations Team Debra Paul Office Manager dpaul@agilipersonalcfo.com Job Description As Office Manager, I handle all areas of office administration and client service, primarily in account administration and communications. I am...
by Aleah Niemczyk | Sep 3, 2021
Our Team / Financial Planning Team Jennifer Pieson, FPQP™ Financial Planning Analyst jpieson@agilipersonalcfo.com Job Description As a Financial Planning Analyst, I assist clients and colleagues in the firm with financial planning and strategy expertise. In addition,...
