Sarah RussellFinOp

Sarah serves as the FinOp for CXG.  Prior to joining CXG, she served as the FinOp for a broker-dealer firm. Mrs. Russell holds a B.S. in Biomedical Science from Auburn University and an M.B.A. in accounting from Auburn University at Montgomery.  She currently holds a Series 28 license.

Sarah Russell is proficient in all duties of FinOp such as record retention storage of financial data, including daily back ups, bank reconciliations and monthly bank reconciliations, FinOp registrations as Series 27 FinOp, financials preparation and review of monthly financial statements, Net Capital Computation of monthly net capital, Focus Report preparation and filing of monthly/quarterly Focus Reports, SSOI quarterly SSOI filing, Form Custody quarterly Form Custody Filing, SIPC Computation of semi-annual SIPC.