|
Deb Kirby
Operations Analyst Call: 203.468.7228 x158 Email: debbie@ctmawealth.com Deb Kirby joined Grey Ledge Advisors in 2021 as an Operations Analyst. In her role, she is primarily responsible for collaborating with the CIO to ensure that the client retirement accounts on the firm’s Retirement and Asset Management Program (RAMP) are rebalanced for optimal portfolio allocation. Prior to joining GSBWM, Deb worked for 3 years at CTMA Wealth Management in a similar role. Deb has over 22 years of experience in the residential mortgage industry in various positions ranging from sales to underwriting. Over those years she took tremendous pride in assisting many first-time buyers in becoming homeowners. She is a graduate of the University of Rhode Island with a B.S. in Finance. Deb grew up in Madison where she lives now with her husband and yellow lab, Savannah. They have 2 grown children who both live in Boston, MA. She enjoys playing golf, biking, gardening, and spending time at the beach both locally and in Hilton Head Island, South Carolina. |
|
NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT GUARANTEED BY THE BANK | MAY GO DOWN IN VALUE
The listing of any organizations should not be construed as an endorsement or a recommendation to retain Grey Ledge Advisors by these entities. Industry registrations, designations, recognitions, or awards should not be construed as an endorsement or a recommendation to retain Grey Ledge Advisors by the granting entity or any regulatory authority. |
|
|
|
|