V.P. of Operations
Angela is responsible for managing day-to-day operations, onboarding of new employees, developing and maintaining processes and procedures to ensure a positive client experience combining best practices and available technology, data reconciliation, advisory account billing, implementing and sustaining compliance procedures, training and supervising administrative staff, as well as processing payroll. Angela has spent over 22 years in the financial services industry. Prior to joining Water Street Financial upon it’s opening in 2016, she spent 8 years with First Financial Advisors of First Bank, along with Chris Cotterell and Ryan Oates, the founding members of Water Street Financial. She also spent 8 years working with Chris Cotterell at another local Investment firm prior to joining First Financial Advisors of First Bank. Angela is a 2001 graduate of James Wood High School and enjoys spending time with her family, including, cooking and watching old movies. She is also an avid fan of Lucille Ball.