Yvonne is the Operations Manager for Beacon Pointe’s Portola Valley office with over 25 years of experience in the financial services industry. Her experience includes accounting, trade operations, regulatory and compliance reporting, client support, research, implementation, and technology. She is responsible for managing the office’s day-to-day operations, creating policies and procedures, and collaborating with the advisory team to create an exceptional client experience. Before joining Beacon Pointe, Yvonne worked for Bennicas & Associates as the Administrative Manager (which merged with Beacon Pointe in 2023). Outside the office, Yvonne enjoys photography, cooking, and spending time with friends and family.