Client Service Associate
Vanessa was responsible for servicing high NetWorth clients and supporting several Top Advisors at a small branch in Northern San Diego County. During her 4 years there, she gained a plethora of knowledge of the financial industry. She is well acquainted with Netx360, LaserApp, eMoney, Albridge, Redtail, and Docupace/Docusign. She has worked on many platforms including Pershing and TD Ameritrade and familiar with various insurance vehicles.
Vanessa has attended various training conferences including keeping up to date on latest regulations.
Vanessa is from San Diego, California and spent a few years in Baltimore, Maryland where she attended the University of Baltimore. When not hard at work servicing Cetera Advisors, she enjoys an active lifestyle which include spending time with her Fiancé and 3 year old daughter.