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Work Background
Head of Private Wealth Strategies
Allworth FinancialHead of Private Wealth Strategies
Mar. 2025
Wealth Strategy Partner
CacheWealth Strategy Partner
Nov. 2024 - Dec. 2024
Consultant
Allworth FinancialConsultant
Oct. 2024 - Mar. 2025
Consultant
Pasadena Private Financial GroupConsultant
Oct. 2024 - Mar. 2025
Managing Director, West
Gratus CapitalManaging Director, West
Aug. 2023 - May. 2024California, United States
Regional Vice President, Partner Programs
Wealth Enhancement GroupRegional Vice President, Partner Programs
Jan. 2022 - Aug. 2023California, United StatesWealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. For a list of states in which our advisors are licensed to do business, please visit http://www.wealthenhancement.com.
Vice President, Senior Strategy Specialist
Eaton VanceVice President, Senior Strategy Specialist
Apr. 2020 - Jan. 2022Specialist for advanced and tax-managed portfolio solutions, including Parametric SMAs, EV exchange funds and options strategies. Covering CA, AZ, NM
Executive Director, Family Office Resources
Morgan StanleyExecutive Director, Family Office Resources
Nov. 2018 - Apr. 2020Pacific Market
Executive Director, Advanced Planning
Morgan StanleyExecutive Director, Advanced Planning
Mar. 2017 - Oct. 2018Southern Pacific and Mountain Markets
Wealth Strategist
BNY Mellon Wealth ManagementWealth Strategist
May. 2016 - Mar. 2017
Regional Vice President, Private Client Group
Fidelity InvestmentsRegional Vice President, Private Client Group
Jan. 2015 - Apr. 2016California
Vice President, Estate Planning Specialist
Fidelity InvestmentsVice President, Estate Planning Specialist
Nov. 2013 - Jan. 2015Southern California
Attorney
Law Offices of Simone DevennyAttorney
Jan. 2003 - Dec. 2013Los Angeles and Orange County, California AreaEstate Planning, Tax, Asset Protection Planning, including Probate and Trust Administration.
Tax Consultant
DeloitteTax Consultant
Jan. 1998 - Dec. 2000New York, New YorkBanking and Financial Services Tax.
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