As the Investment Operations Manager at Boyd Wealth Management, my responsibilities include Investment Monitoring, Portfolio Management, Trading, and Client Service. I have been working in the financial services industry since 2009, with previous experience at Ameriprise Financial, Constellation Wealth Advisors, and First Republic Investment Management. Throughout my career, I have enjoyed a combination of investment research, portfolio construction, and investment operational roles. I look forward to bringing a well-rounded perspective to our clients. What motivates me is providing an exceptional client experience while continuing to push the limits of available technology and resources