“I was drawn to Willow Creek by the dedication everyone here shares for our clients, community and employees. The work environment makes employees feel connected, creating a positive work experience.”
JOIN DATE: 2015
As part of our growing client service team, Cesar’s primary focus at Willow Creek is to streamline our daily trade execution, portfolio rebalancing and account management, so our advisors can spend the majority of their time connecting directly with our clients.
Cesar brings more than four years of investment, trust and fiduciary operations experience to Willow Creek. He has a bachelor’s degree in business administration with a concentration in finance from Sonoma State University, and holds a Certified Securities Operations Professional (CSOP) designation through the Institute of Certified Bankers.
ON A PERSONAL NOTE: Cesar lives in Santa Rosa, and enjoys spending time listening to music and reading. He is an avid runner and has participated in the 10K Sonoma County Human Race as well as the 5K Santa Rosa Marathon.