Before joining My RIA Lawyer, Bobbie was a Regional Supervisory Officer and Vice President at a mid-size bank broker dealer. Bobbie has spent her career working in supervision and sales for bank broker dealer programs in the Pittsburgh region.
In her role as Compliance Manager at My RIA Lawyer, Bobbie enjoys helping clients set up and align their business practices with the evolving rules and regulations of the industry. In previous roles, she provided OSJ management and supervision, content creation, industry training, sales, and financial professionals’ development through all career stages.
Bobbie holds FINRA Series 53,24,7,6,65, 63 and Pennsylvania Life and VA licenses as well as the CRC® (Certified Retirement Counselor) designation.
Outside of work, Bobbie is an avid traveler and lover of music and audio books.