Tatiane Saravia is head of portfolio operations including trading for Brickley Wealth Management. As part of her duties, Tatiane is responsible for trade execution, client cash management, portfolio reporting, and monitoring.
Prior to Brickley Wealth, she worked in trade operations and client service roles at several Bay Area Wealth Management firms. Tatiane graduated from San Francisco State with a BS in Finance and Accounting and is currently pursuing her Certified Financial Planner designation (CFP).