Curtis focuses on Client Service, including the onboarding of new clients. In his Operations Associate role, he strives to make each interaction with clients a “white-glove” experience, while working closely with the investment and advisor teams.
His professional experience in the financial services industry spans over 12 years beginning with Fisher Investments as a Research Assistant while attending college full time.
Prior to Miracle Mile, Curtis worked in the investment banking world supporting a team of private equity advisors. Curtis graduated from San Francisco State University with a bachelor’s degree in Finance with a minor in Religious Studies. He holds the Series 7 and 63 securities licenses.
There is more than
meets the eye.
- Curtis had also been a professional musician and a published songwriter.
- He enjoys volunteering in the community, travel and exploring all the cuisine, culture, and natural beauty of Northern California with his wife.