Jill Young is the Founder of Integrity First Consulting, specializing in Operations, Compliance and Technology. As Chief Compliance Officer & Technology Consultant for Advanced Practice Advisors, San Diego, Jill brings her considerable skills to the thriving Independent RIA industry.
Jill began her career in the financial services industry over 15 years ago, beginning with a multi-faceted position in Cashiering/Trading/Operations with Paine Webber in Bellevue, WA. This position launched her into her next job at Rainier Group Investment Advisory, LLC where Jill joined as Director of Client Services & Chief Compliance Officer.
A desire to add technology proficiencies to her resume lead Jill to join Tamarac, Inc., Seattle in 2013. As an Implementation Consultant, Jill’s responsibilities necessitated analyzing customers’ business requirements, recommending technology solutions, and maintaining a service plan through Tamarac’s suite of services. Additionally, Jill’s duty to determine the most effective problem resolution using internal resources, gave her great recognition in the flourishing RIA space. This brought her to Gupta Wealth Management, San Diego in 2014.
Her extensive operations, compliance management and technology expertise allow her to improve operational efficiencies while creating an outstanding model for new and emerging RIA firms.
Born in California and raised in Washington State, Jill’s interests include running, cooking and outdoor activities with her two children.