Financial Symmetry recently expanded our Operations Department by adding Grace Rooth as an Operations Specialist.
Grace graduated from NC State University with a B.S. in Business Management – Finance and a Minor in Accounting. Shortly thereafter, Grace joined Financial Symmetry, Inc. (FSI) full-time. She began her career with the firm as a financial intern in October of 2009.
As Financial Symmetry has continued to grow, so has Grace’s role within the company. In addition to her responsibilities of assisting with portfolio and continuous service, Grace’s new position includes supporting the growing operations team. Grace assists with new account transitioning, trading and account maintenance processing, and gathering data and information for our continuous service clients.
Going forward, she is looking forward to benefiting FSI’s clientele in each of FSI’s fee-only services- financial planning and continuous services. For more information about Grace and what she does for Financial Symmetry, click here to read her bio or contact her by email, email@example.com, or by phone, (919) 851-8200 ext. 206.