Director of Client Services
Julie joined Manchester Financial in 2005 as an Operations Assistant and now manages the department. She oversees the onboarding process for new clients, the movement of cash and assets, as well as all withdrawals and distributions. Julie is a graduate of California Lutheran University in Thousand Oaks, where she played four years of Division III Women’s Basketball and earned a B.S. in Business Management.
|Ricardo S. De La Cruz, II
Client Services Specialist
As a Client Services Specialist at Manchester Financial, Ricardo is responsible for supporting the advisory team on client-related tasks. He assists with the onboarding of new clients and account maintenance of existing clients. Prior to joining Manchester, Ricardo served as the Operations Supervisor at Financial West Group where he performed all aspects of operations, client services, and administration. Ricardo studied Business Administration and Management at Moorpark Community College and California State University Northridge.
Alternative Investment Specialist
Susannah joined Manchester Financial in 2010 and oversees the operational aspects of alternative investments including real estate, private equity and mortgage loan funds. Susannah holds a B.A. in English from the University of California at Santa Barbara and passed the Uniform Investment Advisor Law Examination.
Larry joined Manchester Financial in 2004 and oversees the information technology systems. Prior to Manchester, he worked for companies including Novell Network, Starnet Data Design, and was the IT Manager for ZEVEX, a medical device manufacturing company. Larry received his B.S. in Electrical Engineering from California Polytechnic State University at Pomona and is a former U.S. Naval Officer.
Kevin joined Manchester Financial after nearly three decades of operations, project management and systems analysis and design experience. His former employers include the software company Hence EDP and Colony Hotels & Resorts in Honolulu, Hawaii. Kevin now manages accounting, human resources and employee benefits for Manchester. He holds degrees from Moorpark College and California State University, Northridge.
John brings thirty-five years of experience in the financial industry to Manchester Financial. He served as a Wall Street research analyst at Oppenheimer & Co. and as a Portfolio Manager and General Partner for both hedge funds and individual and institutionally managed accounts. John also worked as an investment banker and a management consultant. John holds a B.S. in Business Management from Pepperdine University.