HOW DO YOU PLAY THE ROLE OF HELPING CLIENTS?
I support the team’s daily operations, assist with building comprehensive financial plans and work with the advisor to provide research and performance information on various investments used within our client portfolios.
WHAT DRIVES YOU?
Learning about the financial markets, various investment products, and how to help people with their short and long-term investment objectives.
HOW DO YOU SPEND TIME OUTSIDE OF WORK?
In my spare time I attend the University of Washington, playing soccer and spending time with friends.