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Client Service & Internal Marketing Support

Laura Brooks

Manager, Client Service & Operations

Laura Brooks oversees daily operations processes. She also provides client service to the advisor and retail clients of the Hays Advisory’s managed portfolios. Coming to Hays Advisory with more than eight years working with top producers at Merrill Lynch and Morgan Stanley, Laura uses her knowledge and experience to make sure our clients service needs are handled at the highest level.

  

Lyn Green

Client Service Associate

Lyn Green provides service to the advisors and retail clients of the Hays Advisory’s managed portfolios as well as internal marketing support to Hays' marketing team. Coming to Hays Advisory with more than seven years working with top producers at First American, First Union and Wachovia Securities, Lyn uses her wisdom and expertise to make sure our clients service needs are handled at the highest level.

  

                               

Nick Warf

Client Service Associate

Nick services financial advisor clients of Hays Advisory's managed portfolios. He also oversees the collection, auditing, and reporting of Hays Advisory's performance figures. Nick comes to Hays Advisory with over five years of experience at Smith Barney, where he served as a registered financial consultant.

  

Stephanie Davis

Senior Client Service Associate

Stephanie Davis employs a firm wide knowledge of all of Hays Advisory's different operations processes and also provides service and marketing support to retail and financial advisor clients of Hay’s Advisory’s managed portfolios. She comes to Hays with more than five years of experience as a Registered Client Service Associate and Branch Technical Liaison at UBS Financial.

  

   
Compliance

Wendy Vasquez

Chief Compliance Officer

Joining Hays Advisory to serve as Chief Compliance Officer, Wendy Vasquez brings in-depth knowledge about the securities industry. Her experience has prepared her to handle all aspects of the firm's compliance. Wendy was previously with ProTrader Securities Corporation, a division of Instinet, as Branch Manager of the firm, where she supervised margin lending, options and equity transactions, and compliance.

   

    
Portfolio Administration

Maryann O'Baid

Portfolio Administrator

As Portfolio Administrator for Hays Advisory, Maryann oversees billing and audits the accuracy and consistency of portfolio accounting data used to trade managed portfolios and calculate composite performance results. She has over 20 years experience working as a Wire Operator for J C Bradford & Company and then as a Cashier/Wire Operator for Wachovia Securities. Maryann is originally from Brooklyn, N.Y. and moved to Nashville, TN in 1982. As a hobby, she is an avid homemade winemaker.

 

   
Subscriber Services

Jessica Danilczyk

Subscriber Service Associate

In addition to making routine updates to HaysAdvisory.com, Jessie provides service, support, and training to the HaysAdvisory.com subscriber base & quickly resolves any outstanding subscriber issues.

 
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 © 2008, Hays Advisory, LLC. All rights reserved.
 

Hays Advisory, LLC does not guarantee the accuracy or completeness of this report, nor does the Hays Advisory, LLC assume any liability for any loss that may result from reliance by any person upon any such information or opinions. Such information and opinions are subject to change without notice and are for general information only. The information contained in this report may not be published, broadcast, rewritten or otherwise distributed without prior written consent from Hays Advisory, LLC.

"Hays Advisory, LLC, is a Securities and Exchange Commission registered investment adviser and is currently notice filed in United States jurisdictions including all 50 states, but excluding Guam and Puerto Rico."

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