André is a member of our Client Service Team and manages administrative and operational activities for both our private and institutional clients. She supports Principals and Wealth Managers by maintaining client accounts, preparing investment portfolio reviews, and processing client asset transfers.
Prior to joining B|O|S in March of 2021, André served as a Client Service Specialist at Whelan Financial and served in a similar role at Private Ocean.
B.A. in English, California State University, Fresno
M.A. in Reading, California State University, Fresno