Valentyna has been in the financial services industry for the past 10 years. She joined Round Rock Advisors in 2022. As Round Rock’s Billing Associate, Valentyna handles financial reporting, account reconciliations, regulatory requirements, and compliance monitoring. Her focus is on maintaining accuracy and consistency for both client accounts and the company’s financial reports. She supports the monthly billing cycle and …

Lisa has nearly 40 years of experience in financial services. She joined Round Rock Advisors in 2022. In her current role as Compliance and Operations Manager, Lisa is focused on maintaining daily operations and compliance requirements, along with overseeing various accounting functions for the firm and its clients. Lisa handles client billing, compliance reporting, data accuracy and problem resolution. She …

Heike began working for Round Rock Advisors in 2020. Her area of focus includes portfolio analysis, with an emphasis on securities research and analytics. In her role as a Portfolio Analyst for Round Rock, Heike reviews market trends, and analyzes securities data, to support Round Rock financial advisors and their clients. Heike’s background includes former roles in product management and …

Tich has been in financial services for over 25 years. He focuses on executing trades, analyzing financial data, and improving internal workflows. Tich worked in operations and equity trading prior to joining Round Rock Advisors in 2023. As Head of Trading at Round Rock, he handles daily trades, and manages trade support, compliance, reconciliation and settlements. Tich previously held a …