Associate – Investment Operations
Victoria is responsible for the day-to-day operations and processing of our investment management services. Her role includes account opening, implementation, trading, cash allocation, disbursements and overall customer service. She works closely with our primary custodian, Schwab Institutional, and our third party money managers. Victoria joined KB Financial Partners in 2013 with more than 15 years of financial services experience. She holds a NJ Insurance License for Life, Accident and Health, and FINRA Series 6 and 63 registrations.
Victoria graduated from Monmouth University with a BS in Finance and Marketing and is a Sr. VP of the VFW Auxiliary for the Brick Post. Victoria lives in Brick, NJ and enjoys traveling, biking and volunteering for local animal shelters.