Deborah serves as an integral management role in the strategic, management, operation and compliance functions of our wealth management practice. She works with our investment advisors to ensure that the systems, resources and people are in place to help achieve the goals of the firm.
- Served in an executive role for a broad spectrum of firms, ranging from the oldest and largest trust companies in the nation, to co-founding a private, boutique alternative investment firm
- Brings strong business acumen in establishing and growing start-up operations, leading and managing growth, and effecting and leading corporate change for sustainable growth
- FINRA Series 7, 623, and 65 license holder
- Registered Life-only, Accident and Health Agent and Variable Contracts Agent with the California Department of Insurance (License no.: OM27465)
- Orange County Society of Investment Managers
- Board of Directors at The Pacific Club
- President of the Orange County Council, Boy Scouts of America
- 2018 March for Babies Chair for March of Dimes
- City of Hope – Construction Industry Alliance
- Authored many published articles on the topics of investment management, estate planning, business and family legacy issues of importance
Location
California
Education
Master of Business Administration in finance and marketing
Claremont University (Claremont, California)
Bachelor of Arts in fine arts and a minor in chemistry
University of Southern California (Los Angeles, California)