ASSOCIATE FAMILY OPERATIONS COORDINATOR

As a Client Operations Coordinator at Mosaic, Alyssa works as part of the Client Operations team serving a dedicated set of client families. Her 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.

Alyssa earned her BBA in Finance from the University of Houston.

Outside of work, Alyssa enjoys photography, working out at the gym, listening to podcasts, reading personal growth books, and spending quality time with friends and family. She also loves exploring new restaurants in the Houston area, making the most of her vibrant city.