Debra Kolberg
Vice President of Operations and Client Services
Debra has been working in the Financial Services industry since 1997, specifically with
high net worth individuals and families.
Prior to joining Long-Term Solutions, LLC, Debra was a Client Service Associate with Sand Hill Advisors, a Palo Alto based Wealth Management firm, where she was a main point of contact for clients and responsible for responding to client requests and maintaining investment accounts as well as initiating charitable gifts and preparing Quarterly Performance reports. In addition, she assisted the Chief Compliance Officer.
Previous to Sand Hill Advisors, she was the Senior Client Service Coordinator at Navitas, Ltd., a national Multi-Family Office and RIA firm, where she provided support to company Executives in addition to providing a high touch level of client service to individuals and families. In her position, Debra worked closely with Investment Advisors, Hedge Fund Managers, Private Bankers, Insurance Companies, Donor Advised Funds, Attorney's, and CPA's.
Education
Debra is currently earning her BS in Business with a concentration in Finance through the University of Phoenix program.