Director of Client Services
In her role as Director of Client Services for Adalan Private Wealth, Angelene's goal is to deliver a high-quality level of administrative and operational service to all clients. Always helpful and highly knowledgeable, her priority is to build strong and trusting relationships with the clients, and to ensure an extraordinary client experience.
Before joining the team in 2023, Angelene was Assistant Vice President/Senior Operations Project Analyst at Bank of America and Staff Accountant at Index fund Advisors.
Angelene is a graduate of California Lutheran University, where she earned a Bachelor of Science in Business Management and Finance. She is originally from San Diego, California and today lives in Los Angeles, California. In her free time, she enjoys community work, traveling, creative activities and spending time with family.