Team Spotlight: Firm Operations, 2019 Volume Three

Welcome to Clearly Krilogy, a new series offering glimpses into the teams behind the scenes who make our work for you run smoothly. I’m pleased to introduce you to the Operations Team, a group of individuals whose mission is to relentlessly serve our clients, team and community with the highest level of dedication, abundance and leadership. We foster this through our work and commitment to team culture.

Our Work

Meet just a few members of our firm operations team:
Sheila Moran, Taylor Dade, Cindy Coll.

The Operations Team works in many facets of the firm such as office operations, recruiting and onboarding, cybersecurity, technology, strategic planning and marketing. Our goal is to support an excellent client experience, arming the entire team with the processes and structures required to help deliver on that commitment. Our team-approach to operations and firm-wide support fosters innovation and problem‐solving. This leads to efficiencies that allow us to give relentless effort to help you accomplish your goals.

Our Commitment to Culture

Krilogy has focused on a team environment since the beginning and we’ve carefully preserved that quality as we continue to grow. The Operations Team plays a key role in helping to promote our culture firm-wide, which begins with our values of dedication, abundance and leadership, and includes disciplined adherence to our Rules of Engagement:

  • Give relentless effort to accomplish client goals
  • Love every idea for 5 minutes
  • With a challenge, provide a solution
  • Innovate and act on opportunities like never before

Culture will remain extremely important as we continue to cultivate an inclusive workplace that supports and empowers our entire team. We’re building a company that people yearn to work for, and that wins awards for employee and client satisfaction. I’m privileged to lead the Operations Team, and offer abundant gratitude to these wonderful people who help enable our culture and fuel our success.

Important Disclosures