Industry:
Investment Management
Work:
Coldstream Wealth Management
Associate Ii
The Rainier Group Oct 2010 - Mar 2017
Client Services
Kunath Karren Rinne & Atkin, Llc Nov 2008 - Sep 2010
Director of Client Relations
Parametric Sep 2007 - Sep 2008
Operations Associate
Education:
University of Washington 1998 - 2003
Bachelors, Bachelor of Science, Psychology
Skills:
Microsoft Excel
Power Bi
Powerpivot
Dax
Fidelity Wealthcentral
Black Diamond Reporting
Client Relations Skills
Series 65
Operations Management
Client Service Oriented
Client Presentation
Rebalance Express
Wealth Management
Financial Services
Process Improvement
Client Services
Power Query
Customer Service
Microsoft Office
Interests:
Leadership Training
See 1
Personality Profiles
Rock Collecting
See Less
Animals
Management Training
Technology Enhancements
Antiquing
Going To Estate Sales
Vintage Clothes
Home Projects and Crafts
Genealogy
Certifications:
Mta: Database Fundamentals
Foundations of Programming: Fundamentals
Foundations of Programming: Databases
Microsoft
Lynda.com, License 41A8A0
Lynda.com, License 478D6B
License 41A8A0
License 478D6B