Client Service & Operations Associate
As Telos Capital Management, Inc.’s client service and operations associate, Alyssa works closely with our client service & operations manager to assist in the successful implementation of new client accounts and diligently serves our existing clients’ unique needs and requests. She handles back-office responsibilities such as setting up new accounts and transfers, processing client-specific requests, updating client information, and working on marketing projects. Her goal is to ensure that all service needs are handled in a timely, accurate, and professional manner.
Alyssa graduated from San Diego State University in 2021 with a bachelor’s degree in Economics. Over the course of her studies, she gained knowledge in data analysis, economic policy and market outcomes. She has attained relevant experience in comprehensive financial planning and client retention through an internship at a financial services firm.
Growing up in New York, Alyssa enjoyed going to Manhattan to participate in dance competitions. She now lives in San Diego where she enjoys going on hikes, spending time outdoors, and traveling to new places.