Broker Check

Operations Team

Daniel Baker

Investment Operations Associate

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Daniel joined Brotman Financial Group in June 2018 as a member of the firm’s investment operations department and is responsible for assisting in the management of account maintenance and client service. Daniel earned a Bachelor...
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Rachael Bayne, AIF®

Investment Operations Associate

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Rachael joined Brotman Financial Group in August 2017 as a member of the firm's investment operations department and is responsible for the management of account maintenance and client service. She has been in the investment industry...

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Dan Halla

Insurance Operations Associate

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Dan joined Brotman Financial Group in July 2018 as a member of the firm’s insurance operations department. He is responsible for performing client service functions related to the risk management portion of the firm’s...

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Rebecca Hartnett

Investment Operations Associate

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Becky joined Brotman Financial Group in January 2012 as a member of the firm's investment operations department, responsible for the management of account maintenance and client service. She has been in the investment industry since...

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Akram Ibrahim, APMA®

Investment Operations Associate

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Akram joined Brotman Financial Group as an intern in November 2012 while still enrolled at Stevenson University. Upon his graduation in May 2013, he accepted a position as a full time employee working in the firm's investment...

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Sara Lentz

Marketing/Operations Associate

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Sara manages the public relations, media relations and marketing functions for Brotman Financial Group, and is responsible for the firm’s website and social media presence. She joined Brotman Financial Group in November of 2012...

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Jennifer Palumbo

Client Relations/Concierge

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Jen joined Brotman Financial Group in July of 2015 as a Client Relations Associate. Jen is the first point of contact for all of our clients. In her role, she serves as the office concierge and ensures that all of our clients are...

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Amanda Pancake

Insurance Operations Associate

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Mandy was an original member of the Brotman Financial Group team at our inception in 2003 and took a break from her professional roles to raise young children. She rejoined the firm in July 2018 and will be assisting our client...

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Monica Pozuc

Investment Operations Associate

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Monica joined Brotman Financial Group as an intern in January 2018 while still enrolled at Stevenson University. Upon her graduation in June 2018, she accepted a position as a full time employee...

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