Wealth Management Operations Manager
Gina oversees the operations and client services of the wealth management operations team.
As Operations Manager, she supervises the day-to-day activities and special projects of the team, designs efficiency strategies, and creates and implements policies and procedures to provide an exceptional level of service to our wealth management clients. She also assists the Director of Operations and Compliance on projects.
Gina has over 10 years of experience in the investment management industry serving high net worth clients. Prior to joining Pacific Portfolio, she was a supervisor, team liaison, client service administrator, and served on a variety of corporate initiative committees. She also has prior experience in accounting and mortgage lending.
Gina earned a Bachelor’s degree in Business from Shippensburg University of Pennsylvania and also has a Financial Paraplanner Qualified Professional designation. She enjoys spending time with family and friends, hikes, OrangeTheory workouts, traveling, and is a movie buff.