April’s responsibilities as the Director of Operations at Cedar Brook Group include recruiting, the integration of new advisors and associates, strategic planning, client billing, and much more. She has a keen sense of Cedar Brook’s business model, as well as a thorough understanding of all employees and their duties.
April started at Cedar Brook in 2013 as the Compliance Coordinator and quickly transitioned into a dual role of client associate and financial operations. As a client associate to the CEO, she used her wealth of expertise for practice management, client reviews, and client review follow up. In the financial operations role, she managed payroll, billing and the like.
Prior to joining Cedar Brook, April was a distinguished leader in the banking industry and received several awards for excellence, leadership, teamwork, and performance. Her skills include process and performance improvement, quality control, and team leadership.
April graduated with a degree in Business Management from Kent State University.
Some of her achievements while with Cedar Brook include assisting the company’s transition to an Independent RIA firm, becoming the main liaison between Charles Schwab, Orion and Cedar Brook. Through her connections, she deployed and maintained the Orion system for Cedar Brook. She is also a member of the Financial Planning Association (FPA) Board.
Outside of the office, April resides in Northeast, OH and enjoys many outdoor activities, mainly biking, hiking, skiing and running.