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Carla Barry is head of Operations at Axos Clearing, a full-service clearing firm focused on the success of introducing broker-dealer and registered investment advisor correspondents.
Doug and Carla talked about her coming from outside the financial services industry and what she believes goes into creating a great service model.
They also discussed:
Resources: Axos Clearing
Source
By AdvisorpediaCarla Barry is head of Operations at Axos Clearing, a full-service clearing firm focused on the success of introducing broker-dealer and registered investment advisor correspondents.
Doug and Carla talked about her coming from outside the financial services industry and what she believes goes into creating a great service model.
They also discussed:
Resources: Axos Clearing
Source

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