Maggie is a seasoned back office executive with almost 20 years of experience in financial operations and administrative management. Specializing in streamlining workflows she manages many of the firm’s SaaS vendors and advisor support platforms. Maggie focuses on enhancing the web of systems that advisors rely on while reducing operational costs to ensure the firm runs efficiently to support advisor success.
Margaret Dumas is a non-registered associate of Cetera Financial Services LLC.