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.
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.
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.
Series 6, 63, 26