Client Service Associate
David supports all areas of One Wealth’s Operations team and is our internal specialist in the administration of our rapidly growing Alternative Investments initiatives. He is always thinking of ways to optimize our processes by focusing on technology to help us grow efficiently and organically. David thrives in an environment that is open to new ideas and is always thinking of new ways to solve problems, all in the name of making our clients’ financial lives easier.
Outside of the office, you can find David on the soccer field as he has loved playing throughout his life and it continues to be a passion of his today. Having traveled to 12 countries thus far, he often gets the travel bug and he can’t wait add more to his list. As a member of the Latino community, David strives to be a good role model and positive influence for his community and aspires to focus part of his career giving back to it in the future.