- Available to all Advisors as a Virtual Administrative Assistant for general administrative duties including (but not limited to):
- Opening new accounts
- Account maintenance
- AccountView establishment
- Assistance with compliance logs for Corporate and Hybrid Advisors
- Schedule conference rooms in the DTC office
- Notary Public of Colorado
* Located in Denver Tech Center, CO
Holly provides virtual administrative support to Advisors.
Holly has been involved in the financial industry for over 25 years. Jobs including personal/business banker, investments and mortgages. She currently holds her insurance license and notary. Holly joined the Branch in 2015.
Mother of three grown children, is now enjoying the empty nest and the great outdoors.