Experience

Freestone Capital Management

• United States
• Financial Services
• 1 - 100 Employee

• Associate

  • Jul 2018 - Present

  Freestone is an independent wealth advisor to select high net worth families and institutions with offices in Seattle, Washington, Oregon and California. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies. To learn more about Freestone, please visit our website at www.freestonecapital.com. Freestone is an independent wealth advisor to select high net worth families and institutions with offices in Seattle, Washington, Oregon and California. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies. To learn more about Freestone, please visit our website at www.freestonecapital.com.



Parametric

• United States
• Financial Services
• 500 - 600 Employee

• Senior Client Relations Associate

  • Apr 2018 - Jul 2018

• Client Relations Associate

  • Aug 2015 - Apr 2018

  The Client Relations Associate is responsible for the accurate establishment, maintenance, and cash flow communication of all client accounts within Parametric’s proprietary systems. This position works closely with the operations, compliance, sales, trading, and portfolio management teams, as well as external parties such as financial advisors, custodians, and consultants. Primary Responsibilities:Reactive and proactive client service; acting as primary point of contact on account service questions via email and general toll free lineEstablish new accounts in proprietary systems; coordinating with RIAs, FAs, custodians, and broker/dealers to ensure proper set-upVerify and coordinate all account cash flows, allocation changes, restrictions notices, etc. in an accurate and timely fashion meeting daily trade deadlinesMaintain existing relationship information (such as contacts, billing, report preferences, etc.) and update systems as necessaryResearch and resolve discrepancies; escalating appropriatelyCommunicate account changes across affected departmentsParticipate as needed on client conference calls and meetingsContribute to team projects & initiatives Coach and mentor Jr. Client Relations Associates and Interns Show less



Washington State University

• United States
• Higher Education
• 700 & Above Employee

• Student

  • Aug 2011 - May 2015

  I am currently philanthropy chair for my fraternity, Delta Sigma Phi, which requires both skills as an event planner, leader, and role model. I organized our own philanthropy which is essentially a fundraiser as well as plan community service events for house to accomplish and work with the other philanthropy chairs to support their charitable endeavors. I also was involved in Greek Week Executive council as treasurer which involved planning and budgeting out our expenses and resources in order to hold our Greek Week which is our annual week of service in which we raise as much money, food, and charitable work as possible to service a certain cause. This position taught me a myriad of skills and values that have helped me become a stronger leader and organizational planner. Show less



Menzies Aviation

• United Kingdom
• Airlines and Aviation
• 700 & Above Employee

• Ramp Agent

  • Jun 2014 - Aug 2014

  As a ramp agent I was responsible for loading and unloading cargo and luggage for Alaska Airlines flights at Seatac International Airport. This required interpreting and following load balance instructions and well as timeliness in order to get flights off the ground efficiently and effectively. As a ramp agent I was responsible for loading and unloading cargo and luggage for Alaska Airlines flights at Seatac International Airport. This required interpreting and following load balance instructions and well as timeliness in order to get flights off the ground efficiently and effectively.



Federal Way Parks and Recreation

• Federal Way, WA

• Parks Maintenance Worker

  • Jun 2013 - Aug 2013

  During the summer I had the opportunity to work for Federal Way Parks and Recreation and learned a lot about the hierarchy of a governmental staff position as well as the responsibilities and obligations of a Parks worker. It was both rewarding and challenging being able to maintain and regulate the parks and facilities around Federal Way and receiving the gratification from the public about the work that the whole team put in. This job was a great opportunity for me to learn a new management system as well as give back to my community. I also had great support and recommendations from my manager. Show less



The Home Depot

• United States
• Retail
• 700 & Above Employee

• Salesman/general employee

  • May 2012 - Aug 2012

  While employed at Home Depot I learned prodigious amounts about the stocking and inventory systems Home Depot uses as well as all the minor details of maintaining and stocking different products. I also utilized my previous knowledge of products as well as asking the other experienced employees to provide customers with accurate and informational instruction on any questions they may have. Some other skills I enhanced during my employment was my organizational skills, team building proficiency, punctuality, and work ethic, as well as many others. Show less



Zumiez

• United States
• Retail
• 700 & Above Employee

• Salesman

  • May 2010 - Aug 2010

  My experience at Zumiez allowed my to expand my potential in sales, team building, and work ethics, as well as much more. I learned how the store worked on a product basis and how to properly pitch and sell a product. I also learned the essential skills of punctuality and team leadership working with the other employees in order to all accomplish our goals. My experience at Zumiez allowed my to expand my potential in sales, team building, and work ethics, as well as much more. I learned how the store worked on a product basis and how to properly pitch and sell a product. I also learned the essential skills of punctuality and team leadership working with the other employees in order to all accomplish our goals.