What I do here:
I work on the operations team providing client service and day-to-day account administration.
Why I love my job:
I love building relationships with both my teammates and clients and providing the best possible service to keep everything running smoothly.
Work History:
I have a well-rounded background in financial services for over 10 years including client service, business development, analytics, research, relationship management, and sales and marketing.
Education:
BA, Political Communications, Ohio University
Where I come from:
I’m from a small town near Cleveland, originally, and have lived in Pittsburgh and Charlotte prior to settling down in Colorado.
A little personal:
In my free time, I enjoy a variety of activities including hiking, running, skiing, yoga, roller skating, and paddle boarding. I’m passionate about the arts, especially live music. I love being able to give back to the community and try to volunteer regularly with local nonprofit organizations.