Glori is the Client Manager of Optivest Wealth Management. Glori works with Bart Zandbergen and responsibilities include client service, meeting/event coordinator, compliance and bookkeeping. Glori has 16 years of investment experience in operations, trading, compliance and marketing.
Prior to joining Optivest, Glori worked at Financial Management Network as Bart Zandbergen’s Client Manager. She worked at RNC Capital Management as a Marketing Associate. She worked at Chamberlain Group as their Director of Investment Operations and at Hollencrest Securities as their Operations Manager. Glori holds FINRA licenses including FINRA Series 7 and Series 63. She went to USC and Cal State Fullerton and holds a Bachelor of Science Degree in Psychology.
Meet Our Other Staff Members:
Mark Van Mourick
Bart Zandbergen
Leslie Calhoun
Stella Choi
Dee Cinquegrani
Leon James
Ashlee Enzensperger
Shannon Kavlich
Lisa Rae