As an Implementation Specialist, Deletha is responsible for the preparation and processing of investment account paperwork, insurance processing, and other account maintenance. She works closely with the Partners and the Planning Analysts to ensure prompt processing.
Deletha started as a Bilingual Intern at Scottrade while studying at San Jose State University in 2011. She has had multiple roles within the industry, including client-facing and home office operations. Deletha graduated from San Jose State University with her Bachelor’s Degree in Corporate Financial Management and Marketing. She lives in California with her parents, brother, and maternal family.
