Crystal Epstein, AIF®
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.
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
OUTSIDE THE OFFICE
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.