FAMILY OPERATIONS INTEGRATOR

As a Client Operations Analyst at Mosaic, Anthony is the execution owner for a set of client families: the person responsible for making sure plans move forward in the right order, at the right time, and without things falling through the cracks. He gathers information, tracks financial transactions, and coordinates with outside professionals so nothing gets lost between handoffs.

Anthony earned his BBA in Finance and Management Information Systems from the University of Houston Bauer College of Business and holds the Certified Financial Planner (CFP®) designation.

Outside the office, Anthony enjoys spending time outdoors and learning new things. He is also a proud member and volunteer of the Houston Livestock Show and Rodeo.