George has worked in the financial services industry for more than 10 years and the legal industry for four years. Prior to joining Wealth Enhancement Group in 2021, he served as the project manager for an investment firm where he led the GIPS® compliance program and oversaw the operations department. As the operations lead, he implemented procedures to improve accuracy and deployed automation programs to increase efficiency. In the legal industry, he worked on analytic projects in regulatory and compliance programs for Fortune 500 companies. In his spare time, George enjoys spending time with his wife and kids – especially hiking, biking and occasionally rock climbing.
- BA, University of California
- JD, Western State University College of Law
- Certificate in Investment Performance Measurement