Rossina Koleva
Operations Manager
Education/Experience
Masters in Economics, University of National and World Economics (Bulgaria)
-The Connors Group, Operations Manager/LPL Registered Administrative Associate
+Series 7, General Securities
Representative*
+Series 63, Uniform Securities
Agent*
*Currently held with LPL Financial
Responsibilities
Trading
Paperwork Compliance/Forms Maintenance
Client Services and Relationship Maintenance
Retirement Plan RMD specialist
General Office Administration
Client Reception and Telephones
Appointment Scheduling