Jana Moebius L’Etoile. Photo courtesy of TrinityPoint Wealth.
Milford-based TrinityPoint Wealth has announced the appointment of Jana Moebius L’Etoile as its chief operating officer.
Moebius L’Etoile brings over 20 years of experience in operations and management and is a trusted leader within the organization, the announcement said.
As COO, Moebius L’Etoile is responsible for managing, coordinating, and monitoring all of the administration and operational functions of TrinityPoint Wealth.
“I am pleased to serve as the chief operating officer to TrinityPoint Wealth in the years to come. Working with an amazing team to ensure client satisfaction and long-term growth is essential for success,” Moebius L’Etoile said.
“Naming Jana COO was inevitable. Her experience and deep wealth of back office knowledge will continue to make TrinityPoint Wealth a strong company,” said James Betzig, the company’s CEO.