Manager of Operations
Most of Gina’s experience comes from the financial services industry. She worked for ML Stern & Co., LLC, a municipal bond specialist, for over 7 years as an Executive Assistant to 4 top investment executives doing cost basis analysis and reporting, portfolio management, and managed compliance for over 700 accounts combined.
Gina holds an AA in Speech Pathology from Sacramento State University. She also graduated from MTI College where she received an Associates degree in Medical Billing and Coding, as well as a CCS (certified coding specialist). From her experience in the financial services industry she has developed expert organizational skills as well as time management skills. Her experience in the corporate world has given her the ability to establish and maintain effective working relationships with employees, clients, and people outside the agency. Most importantly she can work collaboratively as part of a team as well as exercise discretion and independent judgment.
Gina coordinates the day to day operations and is the point of contact for any kind of life changes that need to be addressed. She works closely with clients from the initial transfer of assets to various investment directives. Gina assists Jeff in opening new accounts, and maintaining current accounts.