Client Services Associate
As a Client Service Associate at Boyd Wealth Management, my responsibilities include client service and investment operations management. I have worked in the financial services industry since 2017, with prior experience in the banking industry. My motivation is stimulated by a desire to continually learn new material and grow professionally.
I received an AA in computer business from Fresno Heald College and was inspired to begin a career in the financial services industry due to my desire for growth and hunger for new experiences and advancements in my career.
I believe that the greatest value I can provide for my clients is careful attention to detail and excellent customer service. I love getting to know my clients and discovering how I can be of assistance to them. I always strive for perfection when it comes to servicing my clients, whether in person or not.
When I am not working, I love to spend time with my 12-year-old pup, Napoleon. I also enjoy outdoor activities such as long walks and morning hikes, which allow me to relax and recharge.