A national financial services company that serves high net worth and institutional clients. It is fully-capitalized by institutional investors and senior financial services executives who have no interest or involvement with its product selection or research, which eliminates conflicts of interest.
I am currently a registered Senior Private Wealth Associate with Crest Capital Advisors. Primary responsibilities focus on managing client relationships and providing white glove service to our clients. I provide comprehensive daily support to our advisor partners and service client needs (ie. performance reporting, investment trading, financial planning, & day to day account maintenance). Prior to joining Hightower/Crest Capital, I worked for Goldman Sachs as an operations analyst with a focus on domestic and international client onboarding. I hold a BBA in Business Administration with an emphasis on International Management from the Anderson School of Management at the University of New Mexico (UNM).
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