Sr. Client Service Administrator
Elaine joined the Polaris Wealth team to serve as a Client Service Administrator. She has obtained diverse industry experience by having worked in various operational and financial positions for Charles Schwab, Hewlett Packard and Levi Strauss. Elaine earned her Bachelor of Arts degree in Economics at San Francisco State University and her MBA degree from the University of San Francisco. In her current position at Polaris Wealth, Elaine supports wealth advisors and custodians in the onboarding process of new clients, which includes establishing new accounts and fulfilling client service requests.
Elaine, a native San Franciscan, currently resides in San Rafael. In her free time, Elaine enjoys and supports her son’s basketball team as well as the summer league teams. Elaine enjoys walking, playing tennis and spending quality time with friends and family.