As the Chief Compliance Officer at Vista Investment Partners, my primary responsibility is to regulate compliance for the business and our advisers while also managing human resources responsibilities for our staff. Additionally, I oversee the support staff and implement best practices to ensure our operations run smoothly.
Before joining Vista, I worked at MidFirst Bank in the Mortgage division, where I led several teams in the Document Curing department. This experience laid the foundation for my career in compliance and team management. I hold a BBA in Finance and Marketing and an MBA with a concentration in Corporate Finance and Energy Risk Management from the University of Oklahoma.
I am motivated by the opportunity to learn something new every day and enjoy connecting with both my staff and our clients. Solving problems and making processes more efficient are aspects of my job that I find particularly rewarding. Collaborating with my team and coworkers to create something new or tackle challenges together is gratifying, and I actually met our COO, Dale Thurman, in graduate school! Though I primarily work behind the scenes, making sure that contracts are complete and accurate and all compliance regulations are adhered to, I also enjoy getting to know our clients personally. Learning about their hobbies, recent travels, and shared interests enriches my work experience.
I currently reside in my hometown of Oklahoma City with my two cats, Eleanor and Margaret. In my free time, I love traveling and trip-planning, trying new restaurants, cooking and baking, working out, and spending time with friends and family. Music is a big part of my life, and I enjoy going to concerts and discovering new tunes.