Missy Dennany

Image for Missy Dennany

Operations Specialist and Investment Assistant

As an Operations Specialist and Investment Assistant, I work with our investment managers, clients, and custodians to prepare and submit any forms or requests needed to meet our clients’ financial needs. As someone who has been in a customer service role for many years, I strive to ensure that our clients have the best possible experience as we navigate towards building a successful financial future.

Career History

  • Bedel Financial Consulting, Operations Specialist & Investment Assistant
  • Navient, Post Claim Assistance Call Center Supervisor and Training Admin, Government Liaison
  • Sallie Mae, Call Center Representative