New Accounts and Compliance
Customer service is serious business at Foremost.
We believe you will see that relationships and knowledge matter in all phases of the portfolio diversification and investment process.
As one of our administrative experts, Joni specializes in account logistics and clearing-firm relationship management. Joni brings organization and patience to a new level. Joni and our Investment Specialists will patiently guide customers through the account opening process. Joni’s solid relationships at all of our clearing firms mean that questions get to the right person the first time. A call to or from Joni will quickly reassure you that you are in good hands. Joni knows the forms needed, the person to connect with, and the Clearing Firm portals back and forth.
Prior to Foremost, she provided accounting services for 12 years at a local trucking company. Additionally she has five years experience in restaurant management and a B.S. in Education from Illinois State University.
Compliance and regulations are an everyday reality at Foremost.
There is both day-to-day compliance as well as elements of solid compliance program. Many firms have separate departments for communication and compliance. Foremost removed the delay and the red tape by removing the separateness. Gayle works with Foremost and Specialists to produce clear, accurate, compliant communications as well as organizing compliance program requirements for the firm.
Prior to Foremost, she worked as an associate Dean at Elgin Community College and as a senior project manager and writer for Motorola. She has a BA in philosophy; a MA is Secondary Education and another MA in History.
