Tareq Jallaf
Investment Operations Associate
Joining Hilltop was a natural fit for me because I was drawn by the opportunity to work alongside a team of seasoned advisors with a wealth of experience. The collective knowledge and expertise of my colleagues provide an enriching environment where I can further develop my skills and contribute to our success story.
In my role overseeing all investment-related activities, I am proud to play a pivotal part in guiding our financial strategies. I find fulfillment in assisting clients to reach their financial objectives, driven by a genuine passion for helping others succeed.
My dedication to the financial planning process stems from my desire to make a positive impact on people's lives. By collaborating with clients and leveraging my expertise, I strive to empower them to achieve their financial aspirations.
Credentials
Education: Master’s degree in finance
Questions & Answers
Most effective saving tip:
Getting out of debt is key.
My favorite things/hobbies:
Sports. My favorite is soccer.
What's the most inspiring part of your job?
Being able to assist and guide others into an easy retirement.
What’s a goal you have for yourself that you want to accomplish in the next year?
To become a financial advisor.