Crystal Epstein

Crystal Epstein

Chief Compliance and Risk Officer at Integrated Financial Group and IFG Advisory, LLC
Atlanta, Georgia, United States

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Work Experience

Integrated Financial Group | The Brain Trust

Chief Compliance and Risk Officer

2014-10-01 - Present

Palm Equity LLC

Operations and Compliance Associate

2012-12-01 - 2014-04-01

SIMA Financial Group, Inc

Investment Operations Manager

2008-10-01 - 2012-06-01

Merrill Lynch

International Mutual Fund Analyst

2005-10-01 - 2008-06-01

Skills

comprehensive financial planning retirement planning wealth management customized financial plans independent lpl financial advisors consortium membership opportunities

Languages

English