Shariss Tritschler has more than 14 years of experience in the financial industry. This Las Vegas native turned Phoenician brings a unique perspective to Dynamic, having worked in brokerage operations for much of her career, including roles at Vanguard and USAA.
She earned Series 7 and 63 licenses and has specialized in change of ownership, transfers and brokerage operations. Here, Shariss shares her unique skill set that generates a high level of efficacy for both clients and advisors alike.
Q&A:
Q. What’s your role at Dynamic and how do you help support our clients?
A. My role is a combination of client services and operations within Advisor Support. I strive to provide excellent customer service while assisting clients and advisors in completing financial requests.
Q. What attracted you to Dynamic, and what compels you to work in a profession servicing wealth advisors?
A. I’ve spent most of my career in mutual fund and brokerage operations and have worked in a client facing role as well. Having done both, I was eager to expand my knowledge base into an aspect of financial services to which I hadn’t been exposed.
Q. Where do you live?
A. I currently live in North Phoenix. I was born in Las Vegas and moved to Phoenix when I was 10 years old.
Q. What’s your favorite activity or hobby?
A. My favorite thing is traveling to San Diego with my family and enjoying the ocean. We go every chance we get!
Q. What show are you binging right now?
A. I just finished the last season of Yellowstone; now I’m really enjoying 1883.
Q. What’s your favorite line from a movie?
A. “You can’t handle the truth!” (A Few Good Men)
Q. How long is your commute to Dynamic?
A. Only about 15 steps to my home office, but by the time I get my family out the door in the morning, it’s been hundreds more and I feel like I’ve been in bumper-to-bumper traffic for an hour!
Photo: Sung Shin, Unsplash