Born in Marseille, France, Sylvie and her parents spent a short time in Milwaukee, Wisconsin. After their first winter, they promptly moved to California where she has stayed ever since. She obtained her B.S. in Business Administration with an emphasis in Finance. After graduation she joined a semiconductor company, Aptos Corporation, in an inside sales capacity working with engineers, project managers, fab and sales department. She was the bridge between fulfilling the clients' needs and ensuring client satisfaction and communicating the clients' needs to her company while maintaining company profitability. While it was very exciting to be a part of new innovations and getting a taste of life in the Silicon Valley, she was curious to see what the Finance industry had to offer and made the switch to Everen Securities in 1998, a time before online trading existed and the wave of information provided by the internet. With over 20 years' experience in Wealth Management, 17 of them with Ian Rosenfield, Sylvie has seen first-hand the importance of having a disciplined, thoughtful approach to investing. She's helped clients weather the storm through the tech bubble burst of 2001, and the financial meltdown of 2008. Sound advice, proper asset allocation, risk management strategies, and regular communication were key in helping clients feel comfortable, minimizing anxiety and fear during those tumultuous times as they waded through the noise of misinformation, we held their hand.
During her time in Wealth Management, she drew on skills she learned with Aptos and applied them to helping advisors grow their business through targeted marketing campaigns, product education, uncovering new assets, generating referrals through exemplary service by anticipating clients' needs. She holds her Series 7 and 63 securities registrations.
Today, she lives in Fremont, California with her husband and young daughter. They are active parishioners at Holy Spirit Church and enjoy teaching a new life lesson to their daughter every day.
My goal is to provide a client experience that deepens the relationship and promotes trust because our team always conducts themselves with integrity.
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.