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Client Service & Internal Marketing Support |
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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.
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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.
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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.
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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.
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Compliance |
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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.
Jamie Parsley
Compliance Associate
Jamie brings significant compliance experience to Hays and 20 years of experience in the investment management field. For the last seven years, she served as Chief Compliance Officer for Woodmont Investment Counsel, LLC. Prior to that, she worked in the investment management division of J.C. Bradford & Co., where she oversaw operations and was responsible for individual and composite performance. Jamie holds a BA and MBA from Vanderbilt University.
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Portfolio Administration |
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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.
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Subscriber Services |
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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. |
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