As an investment associate my primary responsibility is the daily reconciliation of client accounts. This ensures cash flows provided to our portfolio management team are accurate for trading. I also work with our vendors to ensure account accuracy. As well, I assist with answering client phone calls, updating accounts, and general project support.
My teammates go out of their way to help. We achieve an incredible number of team and personal goals this way.
My family fostered over 500 children growing up. I learned how to listen, what it meant to be flexible and empathetic, and part of something bigger than myself.
“If a client needs it, it’s my job to help make it happen.”
Master of Business Administration
Western Governors University
BA in Public Relations
Western Washington University