Glori is the Client Manager of Optivest Wealth Management and works closely with Sr. Wealth Advisor Bart Zandbergen. Her responsibilities include client service, meeting/event coordination, 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’s Client Manager. She worked at RNC Capital Management as a Marketing Associate and was the Director of Investment Operations at Chamberlain Group. She also worked as the Operations Manager of Hollencrest Securities. Glori holds FINRA licenses including FINRA Series 7 and Series 63. She attended USC and Cal State Fullerton and has a Bachelor of Science Degree in Psychology.