Branch Supervision

Branch Supervision

  • Lisa Davis
    Lisa Davis
    Lisa DavisAssociate Vice President, Branch Supervision Specialist
    Associate Vice President, Branch Supervision Specialist
  • Colleen Johnson
    Colleen Johnson
    Colleen JohnsonVice President, Branch Supervision Associate

    When Colleen Johnson came aboard with Benjamin F. Edwards & Co. in 2008, she brought with her decades of experience earned as a branch operations trainer at A.G. Edwards, a firm she joined in 1981.

    Today, she applies that knowledge as she helps transferring managers and financial advisors with the transition process, providing training on a variety of day-to-day aspects of the business. At the same time, she ensures adherence to the firm’s established operational procedure and also assists financial advisors with questions and troubleshooting every day.

    She currently holds her Series 7, 9/10, and 63 licenses.

    Vice President, Branch Supervision Associate
  • Julie McCallister
    Julie McCallister
    Julie McCallisterVice President, Senior Branch Supervision Specialist

    Julie is associate vice president and branch manager supervision administrator of Branch Services at Benjamin F. Edwards & Co. Joining the firm in 2011, Julie is responsible for sales practices and activities of the firm’s producing branch managers.

    With over 25 years of financial services industry experience, Julie has held positions as branch operations supervisor, margin clerk, and branch operations trainer where she provided branch office support by opening new branch offices as well as personnel training in existing offices. More recently, she was a special projects administrator where she produced various reference materials for branch personnel, assisted branch managers with training and managed the advisor retirement transition.

    She holds the Series 7, 9/10, and 63 licenses. Outside of work, Julie likes to stay active, enjoys traveling and cooking.

     

    Vice President, Senior Branch Supervision Specialist
  • Michele Tanner
    Michele Tanner
    Michele TannerBranch Supervision Associate
    Branch Supervision Associate
  • Chris Trovitch
    Chris Trovitch
    Chris TrovitchBranch Supervision Associate
    Branch Supervision Associate
  • Julie Wilson
    Julie Wilson
    Julie WilsonVice President, Branch Supervision Specialist

    Julie is vice president and branch manager supervision administrator of Branch Services at Benjamin F. Edwards & Co. Joining the firm in 2012, Julie is responsible for sales practices and activities of the firm’s producing branch managers.

    With over 30 years of experience in the financial services and banking industries, Julie has held positions as assistant branch manager and client associate.

    She holds her Series 7, 9, 10, 66, and insurance licenses. Outside of work, Julie likes to spend time with her family — especially her two granddaughters. She also enjoys reading and traveling.

    Vice President, Branch Supervision Specialist