Operations Associate

Chrissy Oakley

About Chrissy

Chrissy is a Florida native working in the financial industry for over 20 years as an office administrator and graphic artist. Chrissy Oakley supports our office administration, ongoing development and implementation of new initiatives to improve business processes, and procedures of the firm. She also assists with new account processes and administrative client service requests.

What’s the greatest lesson you’ve learned in life thus far?

Believe that you can – you are your greatest motivator.

If you could have any one super power, what would it be?

Time Travel

What is something unrelated to your job that you love doing?

Pilates, modern ballet, jazz, trivia and spending quality time with family and my Bichon Frise, Peanut.

What is your favorite food?

Sushi and Lobster

What is the #1 song on your playlist?

Philadelphia Freedom by Elton John


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1511 N Westshore Boulevard
Suite 1100
Tampa, FL  33607
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