Due Diligence & Compliance Officer
As the Due Diligence & Compliance Officer for Realized Financial, Inc., Gabe works in conjunction with the Chief Compliance Officer in leading the Firm’s Due Diligence efforts for reviewing DSTs and Qualified Opportunity Zone Funds to determine whether the Firm will offer such products to its clients.
Gabe has 13 years of experience in the financial services industry. He previously worked in various roles at Kestra Financial. Before joining Realized Financial, Inc., Gabe took an 18-month sabbatical to pursue several passion projects. Gabe has Bachelor’s Degree in Finance from the University of Texas at Austin. He currently holds the Series 7, 24, 63, and 66 securities licenses.
In his free time, Gabe enjoys reading, playing basketball, weekend road trips, and DJing.
Fun Facts About Gabe
- Gabe completes reading a new book each week.
- Gabe has DJ’ed at the ACL music festival.