Alana is the Operations Assistant at Elevate Financial Partners. As the Operations Assistant, she helps with ensuring the smooth and efficient execution of day-to-day business operations with a strong foundation in financial services and operational support. Alana is responsible for streamlining processes, managing client communications, and supporting internal team members.
She has a Bachelors in Business Management from the University of Redlands and over a decade of customer service experience. Alana’s keen eye for detail, ability to multitask, and proactive approach to problem-solving help with maintaining operational efficiency and supporting the firm’s commitment to providing comprehensive, client-focused financial solutions. With her passion for helping others, she is driven by the goal of making a positive impact on client experiences.
Favorite Quote:
"People will forget what you said, people will forget what you did, but people will never forget how you made them feel." – Maya Angelou