Executive Assistant

Debra joined Sullivan & Serwitz in 2016 as an Executive Assistant. She has over 20 years of experience in administrative and office management work. Debra is responsible for supporting our office team in all aspects of client services and account administration.


West Valley College, Saratoga, CA
Business Administration coursework

Continuing Education:
College for Financial Planning, Paraplanner Course 2019
Designation: Registered Paraplanner

Professional Certifications:
Registered Paraplanner 2019-Present
Notary Public, State of California 2017-Present

Professional Associations:
Financial Planning Association 2019-Present
National Notary Association 2017-Present
Professional Experience:
Executive Assistant, Sullivan & Serwitz, Los Altos, CA 2016-Present
Executive Assistant, Office Team, Robert Half, Int’l., Palo Alto, CA 2015-2016
Technical Assistant, California ISO, Folsom CA 2010-2012
Office Manager, Advanced Water & Land Systems, Inc., Folsom, CA 2002-2010
Administrative Assistant, Intel Corporation, Folsom, CA 1997-2002
Administrative Assistant, Lockheed Missiles & Space, Corp., Sunnyvale, CA 1990-1996