As the Vice President of Operations & Chief Compliance Officer, Dee leverages more than 17 years of financial services experience to elevate the personalized and premier level of service Harrell Investment Partners, LLC delivers to each client.
Previously with Raymond James & Associates, Dee served the firm for 5 years as a Senior Registered Client Service Associate. Additionally, she is a FINRA Dispute Resolution Arbitrator. Dee has worked with individuals from all walks of life over three continents and is passionate about bringing an individualized, top-tier level of service to clients with a focus on attention to detail.
Originally from India, Dee is currently located in Austin, TX. Outside of work, you can find Dee spending time with her family, reading, hiking, or traveling.
