I have been with LPL Financial Admin Solutions for two and a half years working out of the in San Diego, CA office, helping LPL Advisors to simplify operations and streamline their practices. I have over 24 years in financial services industry beginning as a receptionist and assistant print operator for Bear Stearns in San Francisco on the Pacific Coast Options Exchange. During my tenure with Bear Stearns, I moved to the Operations Dept, achieving the position of Senior Operations Specialist, and eventually became a Prime Broker Relationship Manager for hedge fund owners. Prior to joining LPL Financial, I was a Cashiering Specialist and Insurance Services Coordinator at First Allied Securities.
I was born in Coronado, CA, and lived around the country due to my father’s military career. We returned to Coronado upon my father’s retirement in 1979, and with the exception of eight years in San Francisco, have lived in the San Diego area ever since. In addition to working fulltime in the financial industry, I served nine years in the Army Reserves and was honorably discharged at the rank of Staff Sergeant in 2018.
I have two children, and enjoy traveling to Europe (eight times…and counting!), hiking, all things historical, listening to live music, and riding my vintage motorcycle and vintage Vespa scooter with friends.