Lorelle has worked with Janea’s team since 2011 providing exceptional customer service to clients. Lorelle’s career started with a major financial institution in 2000 and has continued in the most recent years as an independent brokers’ assistant. Her role as Investment Operations for Brightrock Financial includes daily processing and follow up of investment transactions and insurance files, preparing documents for client meetings. Lorelle supports our clients through her role as Assistant with Aligned Capital Partners, helping ensure transactions are handled smoothly and efficiently. Lorelle handles the day to day investment transactions and reporting.
Investment Operations – Brightrock Financial
Assistant – Aligned Capital Partners