Candice joined Coastal’s Compliance team in April 2018. She earned her BSBA concentrating in Economics from Old Dominion University in 2006. She comes to us from Capital One Investing Operations back office where she supervised trading for 200 Financial Advisors. Prior to that, Candice worked closely with Advisors and clients in retail branches of Wells Fargo Advisors and directed compliance for a regional boutique BD/RIA firm. Her unique perspective supports constructive communication between Advisors and support staff.
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