Passionate about education, Jerrod teaches business courses at a local community college to undergraduates.
Joined Lido: 2024
Homebase: San Francisco, CA
Professional Focus: Jerrod is committed to helping people attain their financial goals and learn how their wealth impacts the people that are the most important to them. He believes that building and maintaining his relationships with clients is the core of successfully helping them make good financial decisions.
Education: B.S., Political Science, Santa Clara University; M.B.A., Finance, Santa Clara University
Previous Work Highlights: Began his career at Charles Schwab and at Bank of NY Mellon. He then moved onto Morgan Stanley where he served as a Financial Planning Director. Before joining Lido, he was the Lead Advisor at Parkside Advisors, LLC.
Personal Facts: Enjoys slow pitch softball, spending time with his wife and two children, and improving his golf skills. His passion for education also drives him to build his own skills to better support his clients.
