Tatiane Saravia leads portfolio operations and trading at Brickley Wealth Management, overseeing trade execution, client cash management, portfolio reporting, and monitoring. She also manages the Client Service Associate team, building efficient, compliant workflows to support excellent client service.
With a background in trade operations and client service at Bay Area wealth management firms, Tatiane brings extensive experience in compliance oversight, systems implementation, and portfolio trading administration to Brickley.
Tatiane holds a BS in Finance and Accounting from San Francisco State University.