Chanel Griffith

Senior Wealth Associate at Wetherby Asset Management
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco, California, United States, US

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Bio

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Credentials

  • Resident Insurance Producer
    California Department of Insurance
    Mar, 2017
    - Nov, 2024
  • Legal Studies Certificate
    -

Experience

  • Wetherby Asset Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Senior Wealth Associate
      • Mar 2019 - Present

  • Embarcadero Financial Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Service Associate
      • Aug 2015 - Mar 2019

  • Starbucks
    • United States
    • Retail
    • 700 & Above Employee
    • Barista
      • Apr 2010 - Apr 2014

      Personalize and connect with customers to create a memorable experience. Educate customers on Starbucks products such as coffee and tea, their origins, and standards for preparation. Demonstrate equipment use, sample products, and use of food pairings as an addition to compliment a beverage. Work as a team player to service customers, promote product, train new partners, and meet store goals. Personalize and connect with customers to create a memorable experience. Educate customers on Starbucks products such as coffee and tea, their origins, and standards for preparation. Demonstrate equipment use, sample products, and use of food pairings as an addition to compliment a beverage. Work as a team player to service customers, promote product, train new partners, and meet store goals.

  • New American Legal Clinic
    • Fresno, California Area
    • Intern
      • May 2013 - Aug 2013

      Meet with new and potential clients, draft documents for immigrants requesting Visas, answer phones, file papers, and mail service tasks. Meet with new and potential clients, draft documents for immigrants requesting Visas, answer phones, file papers, and mail service tasks.

Education

  • Golden Gate University
    Master of Science - MS, Financial Planning
    2018 - 2020
  • California State University, Fresno
    Bachelor's Degree, Political Science and Government
    2011 - 2015

Community

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