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Read authentic reviews from customers, clients and employees.
Well, mostly it has been a smooth process. There have been some bumps along the way. The first compliance person I worked with who was quitting so I got lost in the shuffle and didn't get any reply from her. I had to reach out to Tre to have my compliance contact person switched to a someone else. For a smoother start date, I would create group emails with everyone involved to confirm the correct start date, initial schedule, and I would suggest giving the full name of the initial contact person on day one along with the phone number. Otherwise everything has been as expected this far.
Lori stepped in when Rebecca took leave. I have only worked with her a short time, in the short time I've gotren to know her and from talking with Rebecca she is a perfect fit. Lori and I will work well together. She is a home run.
Overall experience has been great!! Just started working with her and so far is a positive experience. I really appreciate her work and experience working with me