Omar serves as a Client Operations Associate based in our Potomac, MD office, supporting the wider Client Operations team and handling advisors’ day-to-day requests.

Omar brings several years of previous experience in banking and finance, including roles as a financial consultant at PNC Bank and customer service representative with Bank of America.

Now residing in Falls Church, VA, Omar grew up in Turkey and spends his time outside the office reading and training.

Previous Experience

  • Financial Consultant at PNC Bank
  • Customer Service Representative at Bank of America

Education & Credentials

  • BS, Marymount University, Business Administration, concentration in Finance