Professional

Mrs. Middleton is our Operations Specialist. As such, she supports our advisors by actively monitoring our clients’ investment accounts while producing and maintaining analytical reports and data. Angela also provides trading support for client accounts and assists with maintaining regulatory compliance and Global Investment Performance Standards (GIPS®).

Experience

Angela joins us with a decade of banking industry experience accentuated most recently by overseeing day-to-day operations of a great local business / retail store.  She sets high standards for herself and brings with her excellent communication and organizational skills.

Education

  • Owens Community College – Associate of Arts, Marketing and Sales Certificate

Community Involvement

Angela is currently involved with:

  • Avid participant in the annual Walk to End Alzheimer’s

Personal

Angela resides in Findlay with her husband, Jeff, and their beloved dog, Jolene. Both originally from the Findlay area, they lived in Columbus for several years and moved back to Findlay in 2018. Angela enjoys spending time with her family, visiting her niece and nephew in Columbus, going to local parks, and anything outdoors.

Contact Angela