In his role as RFA’s Operations Manager, Will’s primary responsibilities include hands-on processing and supporting the firm’s operations team and wealth advisors in whatever way necessary to ensure client needs are met quickly and accurately.
Prior to joining RFA, Will led the operations team at a large investment management firm where he serviced various mutual funds, private equity accounts, retirement plans, high-net-worth individuals, and retail investors. Will brings nearly 20 years of operations experience to his current role and received his bachelor’s degree in business administration, with an emphasis on finance, from National University.
A native San Diegan, Will loves to spend his free time traveling, rooting for the Padres, and spending time with his family.
Why I Do What I Do:
Financial services operations is an ideal fit for me due to the variety of challenges, the opportunity to help others get things done, and the fulfillment I get from making meaningful contributions toward others’ long-term success.