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Erica West

Head of Operations

As the Head of Operations, Erica is the main point of contact for advisors. Her primary focus is to assist advisors in executing business as proficiently as possible while instilling a strong sense of confidence in our team that can resonate from the Financial Advisors within TownSquare to their clients. Erica is responsible for ensuring various departments work seamlessly together.  She oversees the daily operations of the company and employees to encourage maximum performance and dedication.  She works diligently to design and implement procedures that are as easy as possible for everyone involved.  Erica has overseen several transitions to TownSquare and has extensive experience with a variety of custodians.  She comes to TownSquare with years of experience in the financial industry along with administrative and customer service experience. During her years at Fidelity Investments she obtained her series 7, and series 63. She graduated from the University of Utah with a Bachelors in Behavioral Health & Science.