Director of Operations
As Director of Operations for f3Logic, Wendy oversees day to day operations of the firm as well as the creation and implementation of internal policies and procedures. She also supervises account maintenance including billing, reporting, client data, and the client portal.
Over her 27-year career, Wendy took on many roles with increasing management responsibilities. She found success at nearly every level, gaining valuable experience and crucial insight about the Operations function in the financial advisory industry. Because of this, Wendy aligns her team with the needs of advisors and clients to provide the highest quality customer service possible with timely problem resolution.
Prior to joining f3Logic, Wendy served as Senior Vice President of Operations at National Planning Corporation. During her 19-years with NPC, she held various titles in the Operations Department including VP, AVP, and Director. In these roles, she managed a team of 50 associates, supporting more than 1300 advisors, in the areas of Advisory Operations, New Accounts, Brokerage Services, and Model and Trade Procedures.