Tina joined IAA as an Advisor Service Associate in February 2018. She spent her first year at IAA intently learning processes and operations, serving as a P3 partner, and cross-training in advisor transitions and compensation. In January 2019, Tina assumed a new role as the Onboarding Manager. As such, she is responsible for transitioning advisors and licensed staff from outsides firms to IAA, onboarding new staff to existing branches, and establishing advisors at outside custodians. Tina leads a guided process to ensure a smooth and efficient transition.
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, Tina gained years of experience at LPL Financial. There she served in many roles including as a 360 Team Lead, Institution Service Consultant, Integration Manager, and Institutional Service Transitions Manager. Additionally, Tina worked as a Level II Personal Banker at Fifth Third Bank.
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.