Our people are well-equipped to bring your brokerage operations to the next level. The team has over 20 years of experience in brokerage accounting, brokerage administration, transaction processing, and compliance oversight. We are experts in:
Our extensive experience allows us to operate efficiently and effectively.
We act like business owners, with commitment and determination, to keep our customers’ best interest in mind - always.
By working together as a team, we can achieve great things.
John is responsible for the company’s overall business strategy, planning, and development.
Sanjeev is responsible for managing the company’s overall financial strategy to meet its goals.
Aurie is responsible for ensuring each client's deals are processed accurately and on time. She also oversees the work performed by the Accountants.
