Geraldine has more than seven years of experience as an administrative assistant with LPL financial. She has been providing administrative support services to LPL Financial advisors and teams since 2017. Geraldine began working with NVST Asset Management in November of 2025.
Geraldine enjoys connecting with clients and colleagues alike, taking pride in providing attentive and professional support. Her attention to detail ensures that account transfers, distributions, and day-to-day administrative requests are executed accurately and efficiently.
Geraldine is from Southern California and has been living in Thousand Oaks for 3 years. In her free time, she adores being outdoors and traveling to new places. You can always find her out hiking, camping, wherever the wind blows. She loves all her animals, and her family.