Yezmin joined the team in 2020 and currently serves as a Senior Client Operations Associate, bringing more than 20 years of experience in the financial services industry. Throughout her career, she has built a strong foundation in operations, client service, and relationship management within wealth management and advisory environments.
Prior to joining the firm, Yezmin spent five years as a Senior Operations Coordinator at a Bay Area wealth management firm, where she supported advisors and clients through complex service and operational needs. She later took time to focus on continuing her education and enjoy meaningful time with her family before returning to the financial services industry with renewed focus and passion.
In her role, Yezmin is dedicated to supporting clients with their service needs and requests, consistently delivering service with energy, integrity, and care. She takes pride in helping create a seamless client experience while upholding the firm’s high standards of professionalism and trust.
Outside of work, Yezmin embraces an adventurous lifestyle. Now a full empty nester, she lives full-time on a boat, enjoying life on the water and the freedom it brings. She loves traveling and exploring new places. Yezmin is also an avid sports fan—baseball is her favorite (Go SF Giants!)—and enjoys spending quality time with her family.