Annie RinMAOB, AIF®

Client Service Associate

Annie comes to Del Monte Group from Charles Schwab Bank in Henderson, Nevada. While there, she was an active member of the Military Veteran’s Network where she did volunteer work with at risk veterans.  She also has experience working in a registered investment advisor firm and third-party administration. Her goal is to create the best possible experience for all DMG clients.

Annie holds a Bachelor’s in Psychology from Humboldt State University and a Master’s in Organizational Behavior from Alliant International University. She is currently pursuing her Doctorate’s degree in Organizational Development and is scheduled to graduate in the Fall of 2021. Much of her free time is spent working on her dissertation. She intends to study how professionals with visible body modifications are perceived by their clients and peers in the financial industry. She also holds the Accredited Investment Fiduciary designation, which is an ethical certification earned by attending training courses and passing a final exam. Also, the advisor must attest to a code of ethics and complete annual continuing education.

At the moment, Annie splits her time between San Ramon and Chico, CA. She enjoys the gym, happy hour with friends, game nights, target shooting, and riding her dirt bike. When time allows, Annie is often found taking road trips while catching up on True Crime podcasts and singing to old country tunes.