As a Client Services Specialist at Manchester Financial, Ricardo is responsible for supporting the advisory team on client-related tasks. He assists with the onboarding of new clients and account maintenance of existing clients. Prior to joining Manchester, Ricardo served as the Operations Supervisor at Financial West Group where he performed all aspects of operations, client services, and administration. Ricardo studied Business Administration and Management at Moorpark Community College and California State University Northridge.
Ricardo stays active by playing ice hockey and soccer on local adult leagues, and hiking near the beach. He loves the outdoors, and enjoys camping and taking out the jet skis at the lake.
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