As Operations Manager at Centric, Thelma leads the back office continuously improving processes from technology and compliance to billing and everything in between. Prior to joining the team, Thelma worked in Higher Education as a Financial Aid Advisor helping students and families from various economic and social backgrounds finance their college education. Thelma fell in love with the service work of helping families navigate the - sometimes murky world of financial aid. After that she went on to work for an insurance carrier as an underwriter for a Property & Inland Marine division, where she helped protect businesses from property-related losses. One of the most rewarding benefits in this line of work was knowing she was helping business owners in some of their most vulnerable times.
In Thelma’s current role, she uses her education in finance, her experience from past career paths, and world-class work ethic to simplify operations, making it a hassle-free experience for the advisors, partners, and their clients.
While growing up Thelma and her family faced their fair share of financial hurdles. It was in these moments of struggles that life taught the greatest lessons -- change is constant and adapting was the only way to move forward. Thelma has made it a personal mission to bring consistency to life’s uncertainties. Professionally she approaches her role at the firm with the same mentality of consistency and efficiency to benefit Centric’s advisors, partners, and clients.
Outside of work Thelma loves spending time with her husband, Jose, and son, Matthew. She enjoys running, dancing, and looks foward to family gatherings filled with delicious food.
Getting To Know Thelma
What attracted me to Centric
was the opportunity to be a part
of the journey of empowering
people to gain control of their
finances and protect their
way of life.
My hidden talent
I'm a pretty good runner.
I'm constantly chasing the runner's high
and trying to beat my time.
My favorite quote
"You have power over your mind -- not outside events. Realize this, and you will find strength." ~Marcus Aurelius
My favorite movie
is Rocky. It introduced us to the quintessential underdog - Eye of the tiger!
My favorite food
is a tie for my mother's chile rellenos & her tamales. They are not the easiest to make but sure taste the best!