Spoken languages : English
Wendy is a Senior Investment Associate with over 30 years of industry experience. After starting in the customer service area of a discount brokerage firm, she has taken on various administration roles including Credit/Compliance, Manager ofPension Administration and Project Management work focusing on process improvements.
Wendy has now worked on the full-service brokerage side of the business for 20 years, including being a Branch Administrator supporting Investment Advisors and Associates. Since joining National Bank Financial in 2014 she has continued to support the branch staff and is now pleased to be part of the Tigert Wealth Management Team. She is fully licensed as a Registered Investment Representative. Her core focus is managing all facets of the daily administration for our clients.