Angela Keeley-White is Financial Symmetry’s newest Operations Specialist. Angela has worked in the finance field since 2008 when she started as an intern at Financial Symmetry.
She grew up in Raleigh, NC, and graduated from North Carolina State University in 2009 where she received her Bachelor of Science in Finance. After college, she worked at a mortgage company for four years underwriting loans and also working in the appraisal department.
She is responsible for helping manage new and existing account transitions, and assisting with qualified plan rollovers and trading. She will also be working to improve Financial Symmetry’s existing operational processes with a focus on strengthening the integrity of in-house systems. Over time she will be working with the rest of the operations team in training and managing their intern staff as well.
“As our company continues to grow, we knew we would need to add more talent behind our operations team, and Angela is the perfect fit,” says FSI Operations Manager, Heather Gudac. “The skills we discovered during her internship have strengthened as her career has progressed. I am confident that these skills will allow us to continually better our client services. We are lucky to have her back on the team!”
Angela can be reached at akeeleywhite@financialsymmetry.com or 919-851-8200 ext. 209. For more information about Angela visit her Team Page.
