Client Service Associate
Walia works with John Lockwood and Nathan Torinus assisting with client service, account administration, and portfolio reporting. In addition to her core responsibilities, Walia assists with client outreach, project management, and marketing activities. Prior to joining GBB in 2016, Walia worked with AG Edwards/Wachovia and Cetera Advisor Networks, and brings twenty years of financial industry experience to GBB. Walia completed coursework in business management at Worldwide Business School, and in merchandising at San Joaquin Delta College.
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*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.