Abdul Mazid
Originally from Los Angeles, Abdul Mazid received a BA in Business Economics from the University of California Santa Barbara. Following his graduation in 2003, he went to work for AIG SunAmerica as a Financial Service Representative in the Variable Annuities department. There he was responsible for handling a high volume of customer service calls and resolving various contract issues.
After his stint at AIG, Abdul joined Syndicated Capital, a boutique broker dealer that services independent financial advisors. There he managed a multitude of back office duties, including trade corrections, settlements, account notifications and advisor trouble shooting. He learned a great deal about how independent advisors operate and the kind of support they need.
In 2005 he became a Financial Representative at Tristar, an income tax service and financial planning company that is, like Rose Greene Financial Services, affiliated with LPL Financial. There he handled client accounts and customer service, was responsible for office administration and also trained new Financial Assistants.
Abdul joined our team in early 2008. He holds a Series 7 securities registration through LPL Financial and will serve as our WealthVision liaison, responsible for facilitating the implementation of this cutting edge financial planning tool.
When he’s not in the office, Abdul can be found painting, hiking, playing soccer and traveling.
