INVESTMENT OPERATIONS

Genny leads Investment Operations for Mosaic, and her role involves many different aspects of the firm’s overall operations and practice management. This includes client account maintenance, cash management and money transfers, maintaining the firm’s CRM, as well as a host of other administrative duties. In addition, Genny has taken on the very important role of arranging company gatherings and birthday celebrations. She graduated from The University of Texas at Austin and joined Mosaic in September 2018 after working in the financial services industry for over 14 years.

Born in Chicago, her family moved to Houston when she was 3. As a former professional cook, Genny loves anything related to cooking as well as being an expert on craft cocktails. In addition, she is an avid dart player.