After receiving a music industry degree and interning at a media management firm, Liz went to work for another broker-dealer/investment advisory firm serving as a receptionist, direct business specialist, brokerage operations specialist, and supervision principal. Liz is now a Senior Supervision Analyst for EFA. In her present role, Liz reviews incoming business and transactions and provides daily compliance and supervision support to EFA’s financial professionals.
Liz has earned the following industry licenses: Series 7, 24, and 66 and insurance.
Liz enjoys traveling, hiking, listening to music, reading, and spending time with her family. Her favorite vacation spots are New York’s Finger Lakes and Adirondack Mountains.