Areas of Expertise: Client Relationship Management | Client Services Management | Operations Specialist
Liz brings 15 years of customer service experience and a decade of financial service experience, with a penchant for problem solving and operations. She is a California native and is a huge sports fan. Her favorite teams are the Chargers and Warriors.
Outside of work, Liz likes to spend her time at sporting events, concerts, comedy shows, farmer’s markets, the beach and the Monterey Bay Aquarium with her husband, Josh and two boys, Hunter and Colton.
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