Oscar is our intern and a recent Finance graduate from San Diego State University. Outside the office, he enjoys spending time with friends and family, playing sports, and following his favorite team, the Seattle Mariners. A former baseball player, he enjoys staying active and discovering new hobbies in his free time.
Education and Specialisms
Education
With a degree in Finance from San Diego State University and internship experience at LPL Financial, Oscar brings a well-rounded foundation in financial markets and client support. He leverages his academic training and practical experience to add value to the team.
Specialisms
Oscar assists advisors by providing administrative and client service support. His responsibilities include answering phone calls and preparing reports while developing practical skills in financial services.