My role is to lead the overall management and operational efficiency of the firm. This includes oversight of day-to-day operations, staff management and strategic implementation of technology solutions to support our company's growth and client service excellence.
I lead the operations function for Cal Cap, ensuring systems, workflows and processes are efficient, scalable and aligned with company goals. In that part of my role, I collaborate with our team to identify and implement operational improvements to enhance your experience working with us.
For our employees, I enjoy supporting them through regular check-ins and professional trainings. And we always have fun with our team bonding events - whether it be a lunch to celebrate a significant milestone for a team member or taking a little time to decompress together.
On the technology side, I aim to drive adoption and optimization of fintech solutions to ensure our team remains current with evolving tools that improve ease of use and communication for our clients and our staff. In the past, I led our team in adopting client performance reporting and trading software that streamlined trade execution for our team members and enabled faster response times to market opportunities for clients.
I started my career with California Capital Management in 2013. I received my Chartered Financial Analyst (CFA) designation in 2022. I've taken on many roles during my tenure at Cal Cap, including client service and portfolio management. I'm excited to see where I can help our team progress and grow within this role.
Outside of the office, my husband and I love our family time, watching our young son, Connor, as he grows and learns.