Yerania joined the firm in 2015 and has dedicated her years as a Capital Wealth Planning team member to excellence in employee training, sales strategy performance, and public-facing portfolio education. She is now responsible for both trade execution and reconciliation.

Prior to her current role on the Investment team at Capital Wealth Planning, Yerania served as the Assistant Vice President of Advisor Relationship Management. She first joined the Operations Department after a successful internship.

In Yerania’s role as Analyst/Trader, she is responsible for trade execution and reconciliation for the Capital Wealth Planning suite of products on all approved platforms.

She holds a Bachelor’s degree in Finance from Florida Gulf Coast University and completed continuing education in the areas of E-commerce Marketing and Entrepreneurship, as well as being bilingual in English and Spanish. She also has her Bloomberg Terminal certification.

Yerania also enjoys spending time with her husband, Ryan, their daughter Yelena, and their son Nathan, along with other family and friends, doing many activities such as paddleboarding, kayaking, and rollerblading. She also enjoys playing with their fur babies, Toby and Milo.