Andrea Rogers

Andrea Rogers

Data Manager

Phone: 865-984-3550, Dallas: 972 / 788-1143
Fax: 865-984-6161
E-mail:
 

Andrea was one of the first assistants hired by Quality Financial Concepts when the firm opened its doors in Maryville in 2001. Since then, she has worked in multiple capacities, including client service, application prep and, currently, maintaining the integrity of client data.

 

This is a crucial job, since QFC must have electronic access to all of a client’s daily transactions and information. Andrea ensures that all this information is integrated into QFC’s records and is also reconciled with the records of the company holding the client’s assets. This permits QFC to review asset performance, allocation and other crucial data needed to manage client investments.