Paola is a member of the Client Services team at Ulrich Investment Consultants, based in the firm’s San Antonio office. In her role, she supports the firm’s Consultants through account management and operational workflows, delivering service focused engagement designed to help ensure a seamless client experience. 

Paola earned her Bachelor of Business Administration from the University of Texas Rio Grande Valley in 2018. She brings more than five years of experience in financial services, beginning her career at Mariner Finance as an Account Representative, where she specialized in loan underwriting and personal credit analysis, developing a strong foundation in financial evaluation and client support.  

Prior to joining Ulrich, she also worked for an international investment firm in the financial services operations department. There, she supported client onboarding, conducted documentation review, and collaborated across teams to maintain efficient and compliant operational processes.  

Outside of work she enjoys spending time with her husband, Miguel, and their two dogs, Paolo and Wesker. She also likes going to the gym, traveling, and reading.