As an Investment Operations Manager at Boyd Wealth Management, my role focuses on streamlining workflows, ensuring regulatory compliance, and enhancing client servicing through data-driven strategies.
My passion goes beyond process improvement; I’m deeply committed to understanding each client's unique needs and delivering thoughtful solutions that align with their long-term objectives. I strive to build strong relationships, ensuring that clients feel supported and confident in their financial decisions.
I began my career in the finance industry in 2017, specializing in investment operations, portfolio consulting, and post-merger integration projects. Over the years, I’ve gained extensive experience at leading global institutions and multinational investment firms, focusing on data analysis, regulatory reporting, and process improvement to optimize business operations and implement technology-driven solutions. These experiences have provided me with a well-rounded operational perspective that I bring to my current role.
Originally from the Bay Area, I earned my MBA from the University of California, Davis. Outside of work, I enjoy spending time with family, friends, and my pets—my cat, Juno, and my dog, Champ. I also love to travel and explore new places. Some of my favorite destinations include Hawaii, Mexico, France, and Singapore.