After 15 years of experience working with advisors who service the high net worth clients, Karla obtained a solid understanding of the operations, data management, compliance and client reporting needs of those firms. She has been an office manager,operations manager, chief compliance officer and chief operations officer for a couple of boutique wealth advisory firms. Her tenure has allowed her to obtain not only a knowledge of the needs of an advisory firm, but also build relationships in many areas of the industry. She is very well versed in the different types of software systems that are used by a financial services firm.
Her time at ByAllAccounts has been focused on developing and maintaining the relationships with our clients and partners and helping them achieve success in their implementation and ongoing use of the ByAllAccounts service. Her strengths include understanding the needs of the client and how to integrate ByAllAccounts software to optimize the client’s target system.
She has been quoted in multiple publications and given presentations to various financial groups at user conferences.
