Francesca Vyvyan

Technical Operations Associate
Francesca Vyvyan

Born and raised in the United Kingdom, Francesca studied Hospitality Management at Bournemouth University, enjoying an Industry year placement in the New Forest National Park. This led her to a 10 year career in four-star hotels, managing the Front of House department and then the Sales & Event Team before relocating with her husband and cat Walter to the Bay Area, CA in January 2020. Due to the relocation, Francesca decided to take the opportunity to change industries and now applies her hospitality skills in the world of wealth management.

Professional Degrees & Credentials

  • BA in Hospitality Management, Bournemouth University, UK

Personal

I learned to play Netball at school in the UK from the age of 8 years old, and I’ve been playing ever since. Netball is a ball sport played by two teams of seven players. In the past the sport was only played within Commonwealth countries, but teams have now sprung up in more countries. Since relocating to the Bay Area, I have found a local team of UK expatriates who play for fun.

Let’s Get Acquainted

What can we help you find?

Griffin Black Portal

  • Investment Reporting
  • Meeting Notes
  • Account Statements
  • Single Signon to eMoney
  • Billing Statements
  • Document Sharing
  • Tax Statements (1099s, etc)

emX / eMoney

  • Financial Planning Tool
  • Account Aggregator
  • Budgeting & Spending

NetXInvestor®

  • e-Delivery – Going Paperless
  • Tax Documents (1099, 1099R, etc.)
  • Account Statements
  • Pershing Communications