FAMILY OPERATIONS COORDINATOR

As a Client Operations Coordinator at Mosaic, Andre works as part of the Client Operations team serving a dedicated set of client families. His job is to keep the financial picture current and accurate: tracking money movements and financial transactions across complex legal and financial structures, managing task workflows and CRM systems, and coordinating with outside professionals so the team always has what it needs to keep plans moving forward.

Andre graduated Magna Cum Laude from the University of Houston with a BBA in Finance and a certificate in Personal Financial Planning. He plans to pursue the CFP® designation.

Outside the office, Andre stays active with sand volleyball, bouldering, cycling, and boating. He is a passionate sports fan, loves football and podcasts, and is active in his Catholic Church community. He also enjoys traveling and exploring new cultures.