Senior Client Service Associate, Operations
Luis is a Senior Client Service and Operations Associate for Beacon Pointe’s Denver office. He is responsible for overseeing day-to-day firm operations, implementing policy and procedures, and works closely with the client service team to provide an exceptional client experience. Luis began his career as an Operations Analyst at The Milestone Group and spent a brief time working in sales for a wholesale sign supplier. Prior to joining Beacon Pointe, Luis was an Operations Compliance and Client Service Associate for Northstar Investment Advisors. Luis graduated from the University of Central Florida with a Bachelor of Science in Business Administration, and he is currently the chair of the Denver alumni chapter for UCF. Luis spends his fee time enjoying the outdoors with his wife and young son.