Mandy joined Krilogy as a Practice Manager in 2018. Mandy has over 10 years of experience in the financial services industry at a registered broker dealer. In her current role as Senior Practice Manager, Mandy utilizes her many skills with a senior team, providing high level client and administrative support. Mandy has a strong belief in handling confidential, sensitive information in a secure and discrete manner. Prior to this role, she worked as a Business Analyst and Registered Executive Assistant for a client account response leadership team. In that role, she performed quality control testing, assisted with department technology and asset location, served as liaison among multiple operations departments, implemented process improvements for client account response and new accounts, monitored production systems and assisted with documentation for audits.
She also previously led a team working with new accounts, client experience and stock and option trading. Additionally, she worked with associate training and tax reporting.
Mandy has previously passed FINRA’s Series 7 and 63 securities licensing exams.
Mandy lives in St. Peters, Missouri, with her husband and four children. She enjoys spending time with her family and watching her children play soccer and run in track and field.