As a Director of Operations, Elena oversees all aspects of client operations and strategic development of workflows and internal processes that ensure superior client experience. Elena has over 10 years of experience in wealth management with a focus on operations and client relationship support.
Prior to joining CCA in July 2021, Elena was a Director of Client Relationship Services at EP Wealth Advisors where she had oversight over the department’s strategic planning and focused on creating and implementing internal policies and procedures that supported client service excellence. Elena was also a co-chair of the Investing in Women Initiative of EPWA. She started her career at EPWA as an operations associate providing advisor support and managing client relationships.
Elena earned a bachelor’s degree in Finance from Tyumen State University in Russia before moving to California in 2009.
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