Prior to BakerAvenue, Eddie worked in Human Resources for 3 years. He developed a passion for client-facing roles, while helping people navigate their career trajectory. At BakerAvenue, he plays a fundamental role in supporting the San Francisco Wealth Advisory team and looks forward to helping people navigate their finances.
Eddie discovered his enjoyment of learning about financial instruments and investment vehicles while he studied economics at San Diego State University.
Current role
Client Service Associate at AJ Wealth
Client Service Associate at Sage Mountain Advisors
Client Service Associate at Waverly Advisors, LLC
Client Service Associate at Private Advisor Group
Client Service Associate at Morgan Rosel Wealth Management