Location:
231 Belmont Ave east, Seattle, WA 98102
Work:
Key Private Bank
- Bellevue, WA since Aug 2011
Wealth Associate
Opus Bank
- Bellevue, WA Jun 2011 - Aug 2011
Financial Representative
Winslow, Wood, and Associates
2008 - 2009
Intern
Education:
Washington State University - College of Business and Economics 2006 - 2011
Bachelor of Arts (B.A.), Finance, Entreprenuership
Skills:
Finance, Wealth Management, Strategic Financial Planning, Financial Planning, Entrepreneurship, Financial Analysis, Event Planning, Investments, Portfolio Management, Client Relations Skills, Business Development, Customer Service, Financial Advisory, Banking, Loans, Presentation Development, Financial Forecasting
Interests:
Economic Empowerment
Education
Environment
Science and Technology
Animal Welfare
Arts and Culture
Health
Certifications:
Certified Financial Plannerâ„¢
Cfa Investment Foundations Certificant