SVP of Operations at iTrustCapital
itrustcapital.com
lenoxadvisors.com
northwesternmutual.com
greenkeyllc.com
barnumfinancialgroup.com
Senior Vice President of Operations
iTrustCapital
• www.linkedin.com/company/itrustcapital00
• Full-time
Apr 2024 - Present
Irvine, California, United States
Vice President of Client Experience
iTrustCapital
• www.linkedin.com/company/itrustcapital00
• Full-time
Jan 2021 - Mar 2024
Los Angeles, California, United States
Wealth Management Associate
Barnum Financial Group
• www.linkedin.com/company/barnum-financial-group
Jan 2019 - Mar 2020
Greater Los Angeles Area
Relationship Manager
Lenox Advisors
• www.linkedin.com/company/lenoxadvisors
Feb 2018 - Oct 2018
Greater Los Angeles Area
Associate Wealth Management Advisor
Northwestern Mutual
• www.linkedin.com/company/northwestern-mutual
Oct 2015 - Feb 2018
Greater Los Angeles Area
Associate Financial Representative
Northwestern Mutual
• www.linkedin.com/company/northwestern-mutual
Jun 2012 - May 2015
New York, NY
