As Operations Coordinator, Desiree spearheads the administrative, operational, and regulatory compliance functions of our firm. Since she joined the team in 2013, she has made a sizable impact by supporting client service activities.
Desiree graduated from the University of Phoenix in Diamond Bar, CA with a BA in Business Administration. Prior to joining our firm, she accumulated six years of service experience in the banking industry. Her interests include traveling, entertainment, and family activities.