Senior Associate(415) 291-9999 Email Me
St. Joseph’s College, Philippines – Studied Mass Communications
Administrative Associate – Integral Financial Solutions
Relationship Manager – AssetMark Investments
High Net-worth Representative – Charles Schwab Alternative Investments
Operations Manager – Fremont Funds
When it comes to wealth management operations and administration, Beth is what you might call a jack of all trades. With more than 15 years of experience working with high-net-worth clients and financial advisors, and having worked for a number of notable Bay Area firms, she has an in-depth understanding of the systems, processes, and details that keep our day-to-day operations running smoothly and keep our clients happy.
Beth is an adept multi-tasker who manages all aspects of Sand Hill’s operations with ease. She applies precision and attention to detail to our back-office operations, juggling wide-ranging responsibilities including reconciling statements, overseeing client reports, and making sure our administrative needs are met. Her extensive experience providing assistance with investment products, models, and strategies is invaluable. A people-person at heart, Beth also loves assisting clients personally. Whether it’s answering questions about their accounts or guiding them through complex documents, her knowledge, insight, and warmth make Beth an excellent asset for our clients, and our team.
Originally from the Philippines, Beth has two grown children in Los Angeles who she loves to visit when she can. Her son is a stand-up comic and her daughter is attending college. She enjoys volunteering with her church and local non-profit thrift stores, and keeps busy with her dog, Beanie, a smart-but-stubborn rescue she inherited from her son. An avid reader, Beth also loves getting lost in a good mystery or crime thriller.