Theresa is an experienced, registered financial services professional with over 25 years experience in the brokerage, banking and insurance industry in an operations and client service role. Theresa is a graduate of the University of California at Los Angeles and has been with OWM since 2007. Previous to her current position, she has worked at other major industry firms such as Merrill Lynch, Prudential Securities and Wachovia Securities in a similar capacity.
Theresa specializes in all areas of account setup, brokerage (trading), 3rd party support (mutual funds, insurance carriers, etc.), as well as efficient asset movement to support client needs (Federal Funds wires, ACH transfers, inter account and all other transfer types).
Theresa also provides a valuable office management role at OWM and assists Mr. Ossola in all aspects of client and firm business. In her free time, Theresa is a avid sports fan and volunteers with her church’s Sharing the Harvest community support group and well as various other personal and family activities and events.