Glori is the Office Manager at WMBC and has over 18 years of experience working in the financial services industry. Prior to joining the WMBC Team, Glori served as the Client Manager for Optivest Wealth Management and Financial Management Network. She was also the Director of Operations for Chamberlain Group and Hollencrest Securities.
Glori has a passion for ensuring each and every client receives concierge level service and support, she is responsible for ensuring that the WMBC day to day operations are run with the highest attention to detail. During her span in her previous roles, she developed a multi-faceted skill set that adds value and strength to her role today at WMBC. With a Bachelor of Science in Psychology, Glori went to Cal State Fullerton and USC. She currently holds both Series 7 and 63 securities registrations.