Crystal Epstein, AIF®

Crystal Epstein, AIF®

Chief Compliance & Risk Officer

Integrated Financial Group

As Chief Compliance and Risk Officer, Crystal oversees the department, including advisory operations, trading, processes and procedures, client support, and ensuring IFG complies with all ERISA, FINRA and SEC rules and regulations.

Crystal loves spending time with her son Miles, daughter Mila, and dog Abby outside, playing or going on family hikes. When she does have time to herself, she enjoys hanging out with friends and exploring Georgia or working in her yard.

AREAS OF EXPERTISE

  • FINRA & SEC rules and regulation
  • Compliance Supervision
  • Advisor Support and Operations
  • Trading
  • Creating processes and procedures

EDUCATION/CERTIFICATION
 

  • B.B.A Business Administration/Finance, University of Florida
  • The Accredited Investment Fiduciary® (AIF®) Designation
  • Investment Adviser Certified Compliance Professional® (IACCP®) Designation

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