“We have a close-knit culture at Regent. It is nice to be surrounded by colleagues that share the same values, goals and level of dedication. It makes our job easier and it is what keeps the firm moving forward.”
Focusing on organization, consistency and accuracy, Monica is committed to ensuring the efficient day-to-day operations of the firm. Her time is dedicated to maintaining the firm’s recordkeeping, creating office processes, overseeing various projects and handling delegated compliance responsibilities. While most of Monica’s work is behind the scenes, she plays a valuable role in ensuring that the Regent team is always striving to deliver an exceptional client experience.