Director of Operations/Chief Compliance Officer
Prior to joining Alloy Wealth, Erica was employed in the insurance business where she obtained a wealth of knowledge about the insurance industry, carrier nuances and their procedures, and what it takes to assist clients. She was also a teacher for many years.
Erica serves as Director of Operations for Alloy Wealth Management. In this capacity, she supervises the day-to-day workflow for all Alloy clients. She ensures new business is processed in a timely fashion in accordance with carrier guidelines. Erica also collaborates with Mark Henry to create policies and procedures for Alloy Wealth. She also coordinates all travel and events. Her attention to detail and commitment to providing exceptional customer service are just some of her strengths.
Erica graduated with honors from Gaston College and Belmont Abbey College. She earned a Bachelor of Arts degree and an associate degree. In her spare time, Erica enjoys spending time with her husband and three children.