Tina joined the IAA team as an Advisor Service Associate in February 2018. Her primary responsibilities include day-to-day office assistance, repapering assistance, Redtail workflow creation, advisor training, service request resolution and the Virtual Admin Program.
Tina is an accomplished service professional with over 20 years of experience in administrative and client support, coaching, mentorship and development of client support specialists. Prior to joining IAA, she served in many roles as an employee of LPL Financial; 360 Team Lead, Institution Service Consultant, Integration Manager and Institutional Service Transitions Manager. Additionally, Tina gained experience at Fifth Third Bank as a level II Personal Banker.
Born in Charleston and raised in Myrtle Beach, SC, Tina enjoys spending time outdoors- especially at the beach which she misses dearly. A lifelong learner, she enjoys scrapbooking, DIY projects, taking lessons on a variety of topics and trying new things.
Tina resides in Harrisburg, NC, with her husband.