Crystal is a Director of Investment Services for California CLASS and is responsible for strengthening and preserving current client relationships, cultivating new relationships, and participating in conferences across the state for local government organizations. Prior to joining California CLASS, Crystal held several positions in the finance industry including Regional Account Manager at MetLife Business Retirement Plans specializing in defined contribution and deferred compensation, regulatory compliance, and investment education; Senior Finance Associate at Merrill Lynch Business Financial Services where she consulted in the areas of private client, corporate lines of credit, business retirement planning, succession planning, mergers and acquisitions; and Sales Assistant to the Managing Director of private client and wealth management at Bache-Halsey, Stuart & Shields.
Crystal holds a degree in Hospitality & Tourism Management as well as the FINRA Series 65 License. She volunteers in her free time serving meals and conducting financial literacy workshops at Someone Cares Soup Kitchen in Costa Mesa.