Tiffany Cote

Chief Compliance Officer and Office Manager at B3 Wealth Strategies

Role: Chief Compliance Officer and Office Manager at B3 Wealth Strategies
Location: Bellevue, WA, US
LinkedIn followers: 500 followers

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Experience

Chief Compliance Officer and Office Manager
B3 Wealth Strategies
Sep 2018 — Present
Tiffany oversees the overall office operations, including marketing tasks, event planning and client services, along with compliance duties for B3\'s RIA.Investment advice and financial planning offered through B3 Wealth Strategies, a registered investment advisor.

Skills

Securities
Sales
Investments
Compliance
Financial Services
Sales Presentations
Program Management
Series 7
Series 24

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