Drina McNaughtan, Senior Operations and Marketing Specialist
Drina has been working in the financial services industry for more than 20 years supporting the efforts of financial advisors and their clients. As the senior operations and marketing specialist at Intent Planning, Drina supports advisors and clients with unparalleled efficiency.
Drina’s in-depth understanding of industry compliance standards and wealth of investment knowledge enable her to support advisors effectively and in turn, help clients realize their financial goals.
Drina’s extensive industry experience provides her with a comprehensive understanding of various requirements by the industry’s governing bodies. This ensures client paperwork and documentation is in order and compliant, ultimately preventing undue delays or errors with client requests.
In addition, Drina has a strong attention to detail, is extremely organized and she faces each day and request from advisors with a positive attitude.
Drina is married with four children and a dog.