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Operations, Trading and Business Development
“The most important thing is to live a fulfilling life and share that with your family and be healthy. Money is a means to that but it’s not the end.”
After studying in the United States... -
Financial Planner, Investment Modeling, Trading and Business Development
“I like problem solving—allowing people to live their lives, not let their money be such a concern.”
Dave is VMI’s only marine-biologist-turned-trader. He likes playing ice hockey, playing guitar, and playing with his...
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Investment Model Development and Trading
“I’m kind of a numbers nerd and explore my creativity that way. I can’t draw or sing, but in the numbers I see opportunities.”
Jim’s tenure at VMI began in 2002 after Robert Levenson found him...
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Systems Administration and Compliance
“I love learning new things — and helping our team provide excellent customer service.”
Becky has been with Value Monitoring, Inc., since 1992, and has more than 30 years experience in the financial industry. Becky enjoys the VMI team system, and...
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Accounting and Bookkeeping
“I have minimal interaction with clients, but I see how much Mark and Dave really care about them.”
Carmina has lived in California for more than 30 years since moving from the Philippines, where she studied accounting in...
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Retirement Account Distribution, Account/Policy Administration and Archiving
“I treasure the values and objectives so critical to VMI.”
Amber graduated from Auburn University, where she was a member
of Delta Delta Delta Sorority and majored in business administration.
She has worked in the financial industry... -
Client Services and Office Administrator
“I love the relationships we have with our clients. They know us and we know them.”
Elena is a Bay Area native. She studied child development in college and has spent her career in the accounting field....
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Client Services and Account/Policy Administration
“Our clients are more like friends.”
Patricia joined VMI in 1997 after stints in the interior design, broadcasting, and executive gift buying industries. A native of Nebraska, she and her husband made their way to California—”one...