DIRECTOR OF OPERATIONS
Vanessa joined the True North team in 2018 as Director of Operations, bringing with her over 13 years of experience in the financial services industry. Vanessa oversees the Operations Team, which is responsible for the consistent, accurate, and efficient delivery of client service, client account administration, execution of money movement requests and asset transfers, onboarding new clients, as well as management of investment account activity and custodial relationships.
Prior to True North, Vanessa was a Manager of Wealth Operations at Tolleson Wealth Management, where she focused on strategic planning for firm operations through the leveraging of current talent and technology to improve efficiency and create value by enhancing overall client satisfaction.
Vanessa graduated from the University of Texas at Dallas with a bachelor’s degree in Business
Administration. She returned to her alma mater to earn an MBA degree with focus on Organizational Behavior and Strategic Leadership.
Outside of her professional life, Vanessa enjoys spending quality time with family and friends; she loves to spoil her nephew and newborn niece. To give back to her community, Vanessa volunteers at an animal shelter and supports several local food banks. Vanessa is also a self-taught graphic artist and amateur photographer. She enjoys designing original canvas art, prints and paintings.