Janice Bardales

Customer Service Associate

Meet Janice Bardales, the newest member of the Carey Team! Janice has worked in the Financial Services Industry for over 20 years in both Client Service and Operational roles, previously with Morgan Stanley and First Republic.  She has been at Oppenheimer for 15 years and joins our team after excelling in the Branch Operations Group.  

Janice is the foundational support that our Team builds from and grows off of every day. She supports all team procedures involved in account opening, wire and securities transfers, team organization and many of the other everyday tasks that foster strong relationships with our clients.  Janice’s previous roles combined complement one another to make her a very valuable addition to the Carey Team.   

Janice is a Bay Area native, loves to travel and do yoga.  Her cat Sophie keeps her busy and often joins us on our Team video conference calls.

Phone 415-438-2987
Fax 415-438-2900