How I Increase Your Value of Time®

I am responsible for performance reporting, account management, reconciliation, and client presentations. I am also actively involved in creating operational processes for back-office efficiency.

My Career Journey

Prior to joining Pacific Portfolio, I worked at local as well as international financial firms as a Portfolio Administrator, Auditor, Trader, and Analyst. From my experience working in these firms, I developed expertise in Performance Reporting, Account Management, Reconciliation, and Trading. I have also gained extensive experience in Managing Operations, IT, and Compliance in the company’s back-office functions.

My Academic Base

My background in Finance stems from a Bachelor of Science in Accounting and a minor in Business from the University of Phoenix, Arizona.

What the Value of Time® Means to Me Personally

Professional responsibilities aside, I love exploring the beauty of nature! You can find me scuba diving, hiking, or skiing most often.

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