Debbie consults MOSAIC on the advisor and client portal deployment.
Debbie serves as Operations Associate at Accuvest Global Advisors. She assists in all day-to-day trading and operations for the firm including account reconciliation, rebalancing, billing and client reporting. She also handles daily uploads to the MOSAIC Advisor Portal. Debbie played four years of collegiate softball at Brigham Young University. She earned two master’s degrees; Sports Management from American Public University, and Business Administration from Utah Valley University.