Staff Profiles

Sharon L. Criswell, CFA
Chief Operating Officer

Sharon Criswell has more than 15 years' experience in the information technology field, the last 10 of which has been in the investments area. In her capacity as operations manager for ALM First Financial Advisors, LLC, Ms. Criswell oversees operations, accounting, portfolio analytics and all technology systems. Her expertise in investment accounting and reporting systems has been invaluable in the design, evaluation, and administration of timely reporting for ALM First clients.

Prior to joining ALM First, Ms. Criswell administered global custody and accounting investment operations and systems for Citigroup, one of the world's leading global private banks. While there, she managed the company's portfolio administration and management system, comprised of more than $5 billion in assets. Previously, she was responsible for managing the Money Market Information Center for Fidelity Investments.

Ms. Criswell received her master's degree in business administration from Southern Methodist University in Dallas, Texas; and her business degree in arts from Syracuse University in Syracuse, New York. She has earned the designation of Chartered Financial Analyst (CFA) and serves as an officer on the board of the CFA Society of Dallas/Fort Worth.

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