April Rome is a qualified professional, working in Levine Group main office of which is in 15. as a Director of Operations since 2018. April gained professional experience in more than seven positions at various companies. April Rome went to the The University of Memphis and was studying there from 1999 to 2004. This professional has these qualifications: Series 3, Notary Public, and State of Tennessee. Brentwood, Tennessee is the area, where this professional was known to live. The professional's phone and email are accessed through SoftwareOfficial by request.
Name variants:
April Rome
Last updated Jul 02, 2024
Contact Information
Last Update
Jul 4, 2022
Email
ar**@diversifiedtrust.com
Location
Brentwood, TN
Company
Levine Group, Llc
Workplace
Director of Operations
Work History
Director of Operations
5141 Virginia Way SUITE 370, Brentwood, TN 37027
from Aug 2018
Trust Operations Manager
35 Music Sq east SUITE 320, Nashville, TN 37203
Identified and resolved operational issues
Implemented systems to streamline operations and maximize revenue
Partnered with over 25 custodians and 32 RIA firms to on-board new clients
Ma...
Jul 2016 — Jul 2018
Director of Operations
9130 Galleria Ct, Naples, FL 34109
Worked with executives on strategic planning and ensured regulatory compliance with the Broker/Dealer
On-boarded new partners and their clients
Trained staff on new systems
Responsible f...
Jul 2015 — Jul 2016
Director of Operations For Tammy Paxton, Cfp, Cfbs
12 Cadillac Dr SUITE 440, Brentwood, TN 37027
Responsible for the creation and implementation of best practices and for developing new processes, procedures and tracking systems to streamline insurance and financial planning operations....
Mar 2015 — May 2015
Vice President - Account Management and Operations
6075 Poplar Ave SUITE 850, Memphis, TN 38119
Responsible for operations and process management
Managed the Nashville office data conversion to a new software system
Established internal best practices that complied with new system r...
Oct 2012 — Mar 2015
Operations Specialist
6075 Poplar Ave SUITE 850, Memphis, TN 38119
Developed the procedures manual and reference guide for new employees
Aided in the development and implementation of new software to increase efficiencies
Organized and lead webinars to t...
Feb 2006 — Oct 2012
Commodity Account Manager
Served as a traders assistant managing accounts ranging from $20K to $3M. Managed back office operations and supervised the daily reconciliation of all trading activity. Managed the month-en...
Mar 1999 — Feb 2004
Education
1999 — 2004
Occupations
Executive
Director of Operations
Accountant
Finance and Accounting Specialist
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Financial Services
Portfolio Management
Fixed Income
Investments
Financial Planning
Asset Management
Process Improvement
Mutual Funds
Asset Managment
Alternative Investments
Management
Leadership
Financial Analysis
Finance
Strategic Planning
Onboarding
Project Management
Project Planning
Operations Management
Client Relations
Conflict Resolution
Procedure Development
Operational Excellence
FAQs about April Rome
What is the main profession of April Rome?
April is a Director of Operations.
What are the profession of This professional?
These person's professions are Executive and Director of Operations
Where does April Rome currently live?
Brentwood, Tennessee is the place where April Rome lives
Does the professional have the email address?
ar**@diversifiedtrust.com is The expert's email address.
Where did April Rome work?
April Rome worked at Levine Group, Llc, Pendleton Square Trust & Family Office.
What education does April Rome have?
April studied at the University of Memphis from 1999 to 2004.
Are there any certifications, that April Rome has?
The professional received the following certifications: Series 3, Notary Public, State of Tennessee, Series 3 - National Commodities Futures, and Sie - Securities Industry Essentials.
What is professional industry that April Rome worked in?
This person works in Financial Services industry.