SVP, Director of Operations and Onboarding Initiatives, Fieldpoint Private Securities, LLC
Ms. Flaherty joined Fieldpoint Private Securities, LLC in 2010 as a wealth management Associate, and was later promoted to a new role leading all of the firm’s Associates. In 2012 she assumed the new role of Branch Administrator, adding responsibility for all administrative functions for Fieldpoint branches. Currently, as Director of Operations and Onboarding Initiatives, she oversees all FPS operations, manages the firm’s custodial relationships, and collaborates with the firm’s Director of Digital Platform and Experience on FPS’ technology & efforts.
Ms. Flaherty also oversees the onboarding process for new advisors, along with training and technology initiatives to ensure the efficiency of operations within FPS. She graduated from SUNY Purchase with a degree in English.