Director of Operations, Vice President
Genesis began her career in the financial service industry as a personal banker and private client associate at JP Morgan Chase in 2011. She joined Lahoud Wealth Partners in 2016 and has established herself as an integral part of the team during her tenure.
Providing holistic wealth management solutions for clients requires trusting, positive relationships between clients and the wealth management team. Genesis has established reliable and effective means to communicate with clients tailored to meet their needs. She has also created high levels of trust with clients through her role competence and client commitment. Genesis performs securities trading, client onboarding, and a multitude of other client-centric responsibilities. Her ability to problem solve and execute on solutions enables her to continuously provide an unmatched client experience.
Genesis attended Manhattanville College, while working full-time. She graduated with a B.A. in computer science and a minor in finance. In order to expand her professional competency, Genesis earned the Chartered Retirement Planning CounselorSM (CRPC®) designation. This course work has been invaluable as she partners with the Wealth Management Advisors to provide personalized retirement strategies for clients. She also holds the Series 6, 7, 63, and 65 FINRA registrations and life and health insurance licenses.
During her free time, Genesis enjoys traveling and spending time with her family and friends. She currently lives in New York City and loves spending time in Central Park.