Alexis Tomlinson, our Operations Supervisor, has over 19 years of experience in financial services, 16 of which have been spent in an operational capacity with San Diego-area Registered Investment Advisors. She has a vast knowledge of portfolio management and client service processes including, but not limited to, portfolio and trading software, reporting, performance management, and compliance. Alexis is a San Diego native and graduate of San Diego State University with a Bachelor’s Degree in Philosophy. In her free time she enjoys being with her husband and daughter.