With Apriem Since 2017
Expertise: Day-to-day back end support for client portfolios, creating performance reports and portfolio updates and performing economic and investment research.
True love: Learning about global economics and how these dynamics can impact a client’s portfolio and financial position.
Finds balance: Playing sports and exercising brings Alan balance outside of the office. He enjoys listening to music, riding his bike, reading and learning new things about financial markets and investing.
Giving back: Alan was the philanthropy chair for his college fraternity and led the planning and execution of a car show that raised $2,000 for St. Jude’s Research Hospital.
Aiming high: Alan once hiked Mount San Gorgonio, the highest peak in Southern California, with two Marines. They severely under packed and had to fill their water bottles with snow and shake them for drinking water.
Bucket list: Before he “kicks the bucket,” Alan wants to travel around the world with a group of friends and spend time in native habitats to see life from a different perspective.