Keri U. McCue
Operations Specialist
Roseline Capitol Advisors
PHONE: 804.545.7453
EMAIL: kmccue@theroselinegroup.com
ROLE: To support the back office operations of the investment practice and proactively serve clients.
MY CLIENT IMPACT: My role involves providing information to the investment advisors that they can use to make portfolio decisions, and providing information to our clients that is as accurate and complete as possible.
PERSONALITY: Easy-going, positive and willing to do whatever the team needs.
PERSONAL PASSIONS: Outside of work, I am passionate about family and church, and I love reading and game nights with friends.
CREDENTIALS / EXPERIENCE: 15+ years working in various investment and client support capacities.
EDUCATION: Studied Psychology and Business at Lee University
Keri U. McCue
Operations Specialist
Roseline Capitol Advisors
PHONE: 804.545.7453
EMAIL: kmccue@theroselinegroup.com
ROLE: To support the back office operations of the investment practice and proactively serve clients.
MY CLIENT IMPACT: My role involves providing information to the investment advisors that they can use to make portfolio decisions, and providing information to our clients that is as accurate and complete as possible.
PERSONALITY: Easy-going, positive and willing to do whatever the team needs.
PERSONAL PASSIONS: Outside of work, I am passionate about family and church, and I love reading and game nights with friends.
CREDENTIALS / EXPERIENCE: 15+ years working in various investment and client support capacities.
EDUCATION: Studied Psychology and Business at Lee University