Operations Manager & Team Leader
As a Senior Sales Support Specialist and Operations Manager, Angela plays an essential role in the day to day operations of Coastline Wealth Management. Angela has 22 years of financial operations experience, starting at SW Bach and Company as an Administrative Assistant. Through her experiences at the firm, she was promoted to Senior Sales Assistant, Assistant Operations Manager and then Executive Assistant for almost 10 years. After staying home with her daughter until she was 5 years of age, Angela then reentered into the financial industry at Royal Alliance for 10 years as an Executive Assistant and Operations Manager. There, she worked diligently studying for her financial licenses while raising a daughter and working full time. Angela holds her series 7, 63 and SIE.
Outside of work, Angela enjoys spending time with her family and her dogs, cooking and traveling.