Advisor Support and Operations Assistant
Get to Know Marlene:
What do you enjoy most about working in wealth management?
What I enjoy most about working in wealth management is learning about finances, retirement plans, and how one could protect and grow their assets.
Which of your skills do you find most helpful in your work?
I am a great team player and always eager to assist my colleagues with anything they need.
What is the best part of working at Monterey Private Wealth?
The best part of working at Monterey Private Wealth is being able to be part of such an amazing team.
What is the best financial advice you have ever received?
The best financial advice I have received is to open an IRA and stay out of debt. I am currently enrolled at Hartnell College. I will be receiving my AA and transferring to CSUMB where I will be majoring in psychology.
What do you love doing outside of work?
Outside of work, I love to hike and spend time at the beach outside.
Education and Accreditations:
- Marlene is currently enrolled at Hartnell College. She will be receiving my AA and transferring to CSUMB where she will be majoring in psychology.
Expertise and Experience:
- Before joining MPW, Marlene worked at numerous businesses, ranging from the food industry to retail to technology firms. Having the opportunity to work in various positions and settings has allowed her to gain skills that have helped her grow as a person.
- Marlene's role as Advisor Support and Operations Assistant focuses on supporting the team with client needs and communication.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Monterey Private Wealth, Inc. is engaged, or continues to be engaged, to provide investment advisory services.