Angie joined Partnervest in April 2005. She has held several back office positions such as Registered Client Services Associate, Accounting Manager, and Licensing Specialist during her years in the financial services industry.
Angie received her BA in Communications from the University of California, Santa Barbara with a minor in Chinese. She is a qualified general securities representative (Series 7) and registered investment advisor representative (Series 66).
Sherry joined Partnervest in December 2011 as Client Services Manager. She brings 10 years of experience running the back office of a broker-dealer. Prior to Partnervest, Sherry was a Manager of the Transition Department at Plan Member Services a California based broker-dealer. She was responsible for investor relations and the movement of significant assets.
Sherry earned her BA degree in Sociology from UC Santa Barbara and her Master of Science in Management/Change Leadership from Kaplan University.
Jiang “Jimmy” Hu joined Partnervest in October of 2010 as a Client Services Associate. Jimmy is responsible for assisting representatives and their clients with all aspects of managing their accounts at Partnervest. He graduated from the University of California, Santa Barbara with a Bachelor of Science in Mechanical Engineering. He also holds a Series 65.
Nonye joined Partnervest in February of 2016 as a Client Services Associate. She is responsible for assisting representatives and their clients with all aspects of managing their accounts at Partnervest. She brings over 8 years of financial industry experience in customer service, marketing, loan administration and business management. She worked closely with service line leaders in developing strategies and tactics that drove targeting programs at Bank of the West. Nonye earned an MBA, and an M.A. (Psychology) from Antioch University Santa Barbara and has received a certification in global business management from University of California, Santa Barbara extension.
Tina Mahota is a member of the Compliance team. As with all compliance team members, Tina’s primary responsibility is to keep Partnervest Advisory Services, including investment advisor representatives’ practices, working within the regulations that govern the advisory business. Tina is available to work directly with investment advisor representatives to keep their practices in compliance (e.g., reviewing marketing and advertising materials, assisting with required disclosures, etc.).
Mary-Lyn joined Partnervest in 2005 as a Marketing Associate. She is responsible for Fixed Insurance contracting for advisors and Corporate contracting and licensing. She also assists in Marketing and Sales, accounting and website maintenance.