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Biography

Jose is a Principal in the Greenbrae office.

Prior to joining Cerity Partners, Jose served as the Head of Operations and Compliance at Abbrea Capital LL and gained wealth management experience at CSI Capital Management. With more than a decade of experience in the technology SaaS industry, he led Quote-to-Cash operations at companies such as Zendesk, Okta, and Motive, overseeing contract compliance, billings, collections, system improvements, and global finance customer support.

Jose enjoys volunteering his time to his kids’ local sports organizations.

Education

  • University of California, Santa Cruz

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