As Chief Operating Officer, Deborah oversees Operations, Advisory Support and key strategic initiatives. During her time at Bel Air, Deborah has served in roles of increasing responsibility, acting previously as a Compliance Officer and Operations & Human Resources Manager. Prior to joining Bel Air in 2005, she held positions as Assistant Vice President, Manager of Conversions/New Client Implementation and Client Relationship Manager for Fiserv Securities, a custodian and clearing firm. Deborah also served as Vice President of Client and Brokerage Services for WM Financial Services Inc. (Washington Mutual Bank’s Broker/Dealer).
She received a B.S. in Business Management from California State University, Long Beach and holds FINRA Licenses including the Series 7, 63 and 24. A runner, Deborah has completed the New York and Los Angeles Marathons, and enthusiastically serves as Treasurer of her homeowners association.