Crystal Epstein, AIF®, IACCP®

Crystal Epstein, AIF®, IACCP®

Chief Compliance and 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

BB.A Business Administration/Finance, University of Florida
The Accredited Investment Fiduciary® (AIF®) Designation

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