Christine Meyer

About Christine Meyer

As Director of Operations at a well-regarded wealth management firm, I thrive on creating…

Experience

1. Director of Operations

   Everest Wealth Advisors

   Mar 2020 — Present · Greenwood Village, CO, US

   As Director of Operations at Everest Wealth Advisors, I lead the daily and strategic operations of a high-performing wealth management firm serving high-net-worth clients. My responsibilities span operational leadership, HR, infrastructure, and M&A execution — all focused-on driving efficiency, growth, and client service excellence.I manage all aspects of hiring, onboarding, team development, and terminations, and led the successful opening of a second office location — from lease negotiation to full buildout and staffing. I also serve as the operational lead on M&A activity, overseeing due diligence, integration, and transitions.Key responsibilities include optimizing internal processes, enhancing client onboarding, managing compliance and risk, and implementing technology solutions that scale with the firm. My focus is always on building strong systems, strong teams, and a seamless experience for both advisors and clients.Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Education

• Yavapai College

  Practical Nursing, Vocational Nursing and Nursing Assistants

  1988 — 1991

• Ft Myers MRI School of Technology

  MRI TECHNOLOGIST

  1992 — 1994

Skills

• Ehr
• Merit-Based Incentive Payment System
• Management
• Team Building
• Healthcare Management
• Training
• Practice Management
• Hospitals
• Healthcare Information Technology (Hit)
• Project Management
• Healthcare
• Healthcare Administration
• Emr
• Medical Clinic Start Up
• Healthcare IT
• Health Information Exchange
• Informatics
• Strategic Planning
• Meaningful Use Stage 1 & 2
• Business Process Improvement
• Physicians
• Revenue Cycle Management
• Pqrs
• Healthcare Industry
• Healthcare Information Technology
• Electronic Medical Record (Emr)
• Healthcare Consulting
• Hipaa
• Leadership
• Salesforce.com
• Accounts Receivable
• Process Improvement