Financial Services Outsourcing Solutions (FSOS) handles administrative support for ASF and other Registered Investment Advisors. That includes establishing accounts, managing transfers, client account administration, client database setup and management, reporting and custodian interface. Currently, the firm employs five people.
FSOS was established in 2007 by Stephanie Platt, who began her career in Financial Services in 1992 with Prudential Insurance. She subsequently worked at Dean Witter Reynolds, two other broker dealers, other RIAs, and an insurance company. She has obtained the Series 6 and 7 and life Insurance licenses.
Stephanie is an Ohio native and continues to live in NE Ohio with her husband David. They have three children, Kaelyn (33), Haleigh(23) and Gabriel(18). She enjoys camping with her family, quilting and embroidery, and reading.