April Jacquo Zarate

Operations Manager

April is the Operations Manager for Genesis Wealth Management’s San Antonio office, where she leads operational strategy, process improvement, and technology initiatives that support the firm’s growth and advisor success. With 20 years of experience in banking and investment firm operations, she brings a strong background in financial services administration, client service, and organizational leadership, with prior Life & General Lines, Series 6, and Series 63 licensure.

Known for her ability to streamline processes, lead cross-functional initiatives, and drive meaningful organizational improvements, April is committed to operational excellence and delivering a high standard of service for both advisors and clients. Her passion for building strong relationships, solving complex challenges, and creating efficient systems has been a defining factor throughout her career.

Outside of work, April is a passionate cook with a love for seafood and Cajun cuisine. She enjoys traveling, exploring new destinations, and spending quality time with family and friends. She is also the proud owner of two French Bulldogs, Marley and Whisky.

Location

April Jacquo Zarate

genesis wealth logo

Search Our Site