Piper Sims
Sr Asset Maintenance Coordinator at Directed Trust Company
Based in Phoenix, United States
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Seniority
Other
Department
Other
Location
Phoenix
Industry
Financial Services
Company size
52
Contact information
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p•••••••@directedira.com
Phone
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Background
About Piper Sims
With six years of industry experience—three in wealth management and three in self-directed IRAs—I have developed strong expertise in client services and back-office processing. I have worked directly with advisors to support their clients across multiple platforms and have guided individuals through the self-directed IRA process, ensuring compliance with IRS regulations and investment guidelines.
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