Experience

Portfolia

• United States
• Consumer Services
• 1 - 100 Employee

• Portfolia Funds Investing Member

  • May 2023 - Present

  Member of Portfolia, investing funds designed for women backing innovative companies for returns and impact. Portfolia is especially interested in companies led by women and/or diverse founder teams, and where a national base of sophisticated and connected investors can impact success. Member of Portfolia, investing funds designed for women backing innovative companies for returns and impact. Portfolia is especially interested in companies led by women and/or diverse founder teams, and where a national base of sophisticated and connected investors can impact success.



Brighton Jones

• United States
• Financial Services
• 100 - 200 Employee

• Lead Advisor | Partner

  • Sep 2021 - Present

• Lead Advisor

  • 2017 - Present

• Manager

  • Jan 2011 - Present



Threshold Group

• United States
• Financial Services
• 1 - 100 Employee

• Relationship Manager

  • Jun 1999 - Mar 2010

  Acted as the primary client contact for multi-generational families and a medium-sized family foundation. Worked closely with client team members and advisors including investment managers, accountants, attorneys and trustees. Recognized complex family, generational, and business relationships. Served as the primary point of contact for all back office services provided to family foundation; reported to foundation staff, investment & audit committee, and full board as necessary. Educated clients on philanthropic options and opportunities including annual gifting, donor advised funds, community foundations and family foundations. Worked with internal Investment Advisors to facilitate investment decisions, stayed abreast of client tax situations, and met portfolio cash requirements. Played lead role on newly created client community focused on mission-related investing, including planning of monthly meetings, arranging speakers & attendees and ensuring completion of actions items. Participated in annual risk management review with client’s insurance broker; made adjustments to policy as necessary and engaged client with questions. Show less



Medalia Healthcare

• Managed Care Accountant

  • Jun 1996 - Jun 1999

  Administer contracts with health plans; Track cash deposits and prepare month end reconciliation; Process requests for claims payments via wire transfers; Create Access databases to store and analyze data; Organize and reconcile data to post journal entries; Compose and distribute monthly financial reports Administer contracts with health plans; Track cash deposits and prepare month end reconciliation; Process requests for claims payments via wire transfers; Create Access databases to store and analyze data; Organize and reconcile data to post journal entries; Compose and distribute monthly financial reports



Seattle University School of Law

• United States
• Higher Education
• 100 - 200 Employee

• Office Assistant

  • Sep 1993 - Jun 1997

  Served as a liaison to the university community; Updated grades and confidential academic data of undergraduates; Assisted Director of Undergraduate Programs with special projects; Coordinated mailings and correspondence to students Served as a liaison to the university community; Updated grades and confidential academic data of undergraduates; Assisted Director of Undergraduate Programs with special projects; Coordinated mailings and correspondence to students