BS, Grove City College
Ms. Truzzi has more than 25 years in the securities industry where she acquired extensive broker-dealer and investment advisor regulations and compliance experience. She has been responsible for the coordination of new membership applications for several broker-dealer firms as well as the management of the licensing and registrations of many firms and all associated persons. In addition, Ms. Truzzi has experience in the development of written supervisory procedures as well as anti-money laundering, business continuity, compliance, and continuing education programs tailored to firms’ specific needs.
Ms. Truzzi is a member of the Pittsburgh Chapter of the Financial Planning Association. Since 2019, she has consulted with the FPA’s Member Advocacy Committee (“MAC”) in the development and maintenance of the FPA Compliance Toolkit for the New CFP® Standards. In 2021, she was appointed to the FPA’s Public Policy Council (“PPC”).