Deborah A. Ward

Client Service and Operations Supervision Manager, Vice President

Debbie Ward is a Client Service and Operations Supervision Manager in the Glen Allen, Virginia office. Her responsibilities include operational and administrative duties to support client needs as well as supervisory oversight to ensure adherence to industry regulations in addition to firm policies and procedures. Debbie brings extensive operations experience to Cary Street Partners having held several positions at First Clearing Corporation in Brokerage Clearance, Delivery vs. Payment, and Options Settlement.

Debbie graduated from Virginia Commonwealth University, earning dual degrees: Bachelor of Science in Finance and Bachelor of Science in Economics. In addition to her degrees, Debbie is registered as a FINRA Registered Representative and a General Securities Principal having received her Series 7, 66, 9, and 10 licenses.

Experience:

  • First Clearing Corporation, Brokerage Operations Associate

Education/Certifications:

  • Virginia Commonwealth University, dual degrees: BS, Finance and BS, Economics
  • Series 7, 66, 9, and 10 licenses
  • Securities Industry Essential exam