As an Operations Associate for f3Logic, Bobbi is responsible for day-to-day tasks and administrative work associated with the firm’s portfolio accounting system. She also aids in the development and implementation of f3Logic policies and procedures.

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Over her more than ten-year career, Bobbi has learned the value of strengthening front and back-office operations. She has succeeded in roles in both capacities, affording Bobbi the experience to assist advisors as well as the teams that support them.

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Prior to joining f3Logic, Bobbi was a New Accounts Service Supervisor with a former NPH broker dealer. In this role, she maintained daily operation reports, conducted principal reviews of legal documents, and regularly monitored new accounts. Bobbi also has experience as a Registered Assistant to Financial Planners.

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Professional Designations

• Series 6, 63, 26