Assistant Vice President, Client Operations
Vicki Moore joined Ancora in 2017 as Assistant Vice President, Client Operations. She is primarily responsible for providing administrative and operational support to the Portfolio and Sales Managers within the firm. Ms. Moore began her career in 1999 as a Receptionist at Ladenburg Thalmann where she assisted the advisors with scheduling and various other projects. In 2001, Vicki joined Ferris Baker Watts as the Receptionist/Sales Assistant. In this role she assisted with managing clients, maintaining accurate records and handling client correspondence.
In early 2009 she joined RBC Wealth Management as a Complex Operations Associate. During her seven-year tenure, she held several positions in which she was responsible for Required Minimum Distributions, transferring of assets and providing support in all areas of trading. Vicki holds FINRA Series 7 and Series 66 licenses. She resides in Strongsville and has 2 grown children.