“I treat each client as if they were the ONLY client.”
Beth P. Waterman serves as the Director of Operations for Inspired Financial and has over 25 years experience in the financial services industry. She is responsible for the smooth operations in our back office to include daily portfolio data verification and reconciliation of managed accounts. In addition, Beth coordinates new account establishment, account transfer and rollover processing, and maintenance of all client records. She also manages all operations and administrative staff.
Beth earned her associate of arts degree at Long Beach City College and, after marrying her high school sweetheart, spent 10 years living in The Netherlands where she learned to speak Dutch. Her most significant life accomplishment is raising two terrific kids who both graduated from college. She is now enjoying her new role as grandmother (x4!) and continues to stay busy volunteering for charitable organizations.
- I have a huge teddy bear collection and many Steiff Teddy Bears.
- I’m the last person on the planet that still uses a Rolodex.
- I cannot see a dog without stopping and saying Hello and asking its name.
- I’m driving my 3rd PT Cruiser, all the same color.