With over 17 years of experience in financial services, 14 of those years have been spent in an operational capacity with San Diego area Investment Advisors. She has a vast knowledge of portfolio management and client service processes including but not limited to portfolio software and reporting, performance management and compliance. Alexis is a San Diego native and she attended San Diego State University, where she earned a Bachelor’s Degree in Philosophy. In her free time she enjoys time with her husband and their daughter.
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