Sharon Clifton, Vice President, Compliance Administrator and Operations Manager brings more than 25 years of experience in the financial services industry to RZ Wealth which has in excess of $200 million in assets under advisement for a diverse and multi-generational client base. As Vice President of RZ Wealth, Sharon manages the day-to-day operations supporting the RZ Wealth staff and clients and their individualized wealth management strategies. She joined the company in 2000, and is a critical member of the team, as well as a trusted client liaison.
Prior to RZ Wealth, Sharon worked with the Rosenzweig Team at UBS PaineWebber ranking in the top 2 percent of the firm. In her career, Sharon also held various management positions for PNC, a Regional Bank in Delaware County. She began her securities career after more than 10 years of banking experience, assisting Irv Rosenzweig where he had ranked number 1 or 2 in the company for over a decade. A graduate of the American Institute of Banking, Sharon also held the Series 7 and 66 licenses as well as the Series 24 license, which is the General Securities Principal needed to manage branch activities.
Sharon’s area’s of expertise include: Compliance, Human Resources, Insurance and Risk Management in her support of RZ Wealth.