As Operations Manager at Pacific Wealth Management, I am responsible for overseeing the firm’s daily operations, ensuring operational efficiency and process excellence. My role includes managing client services, overseeing compliance, and handling the firm’s financial operations.
I began my financial services career in 2017, working in Private Banking and Equity Capital Markets while living in Sydney, Australia. This international experience provided a strong foundation for my broad understanding of the financial industry. I hold a Bachelor of Business Administration in Finance from the University of San Diego and a Master of International Business from The University of Sydney.
Outside of work, I enjoy surfing, playing tennis, and traveling.