Client Service Advisor
This Is Why I Do It:
To utilize my knowledge and experience so that I can inspire and motivate others to be educated in financial literacy.
I have over 20 years of experience in the financial services and investment industry. Prior to joining CorePath, I held positions with other RIA firms in the Phoenix/Scottsdale area as well as previous tenue at Charles Schwab and AssetMark. I have an extensive background in the operational area of investment and wealth organizations.
I am a dedicated professional who has exceptional client focus. My extensive experience in the financial service industry has given me the comprehensive knowledge required to complete the task at hand. I pride myself on my relationship management skills and integrity towards clients. I am self-motivated, have excellent communication skills, and a strong desire to assist and service clients.