Lucy Koss Email

Manager, Business Process and Controllership . Cetera Financial Specialists

Current Roles

Employees:
203
Revenue:
$46.9M
About
As the premier independent broker-dealer focused on building the practices of independent tax and accounting professionals, Cetera Financial Specialists has a unique perspective on what it takes to help independent financial advisors thrive in today's ultra-competitive marketplace. We deliver the technology, insight, support and expertise you need not only to provide the highest level of service to your clients, but also to help you build the business you want and achieve your vision of success.\n\nCetera® Financial Specialists LLC. Member FINRA / SIPC.
Cetera Financial Specialists Address
200 N. Martingale Road, 7th Floor
Schaumburg, IL
United States
Cetera Financial Specialists Email
Cetera Financial Specialists Phone Numbers
888-528-2987

Past Companies

Cetera Financial GroupOnboarding Experience Manager
Cetera Financial SpecialistsManager, Business Process and Controllership
Cetera Financial SpecialistsTeam Lead, Business Processing

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