Executive Assistant
Vickie joined Maplewood in May 2017. Responsibilities include providing excellent client service, continually developing operational efficiencies, and handling complex relationships. She works closely with Dan Dooley and Cindy Besek, assisting with individual clients, tri-party relationships and independent advisors.
Vickie began her career in the financial industry in 1992. Before joining Maplewood, she was affiliated with a number of financial institutions in Dallas, Texas including First Southwest, Penson Financial Services/Apex Clearing and Ranger Capital. Vickie works with several charities and volunteers as a foster home for animal rescues.
Education
Texas A&M, Commerce
M.S.
MIDWESTERN STATE UNIVERSITY
B.S.
Past Firms
PENSON FINANCIAL 2005-2012
Apex Clearing 2012-2013
Rafferty Capital 2014-2016
Licenses & Certifications*
Series 7, 63
*To become registered and licensed to offer securities, state and federal law requires Maplewood financial professionals to pass qualifying exams administered by FINRA to demonstrate their competencies for the securities activities they perform.