Advisor

• Jul 2022 - Present

Investment Counselor

• Oct 2018 - Jul 2022

Private Client Relationship Manager

Client Development Associate

• Aug 2016 - Oct 2018

Client Account Coordinator

• Aug 2014 - Aug 2016

On-boarding new clients to the firm by setting up accounts and transferring assets. Served as an operational specialist to facilitate document-based logistics and asset transfer processes.

Assistant Sports Information Director

• Feb 2011 - Feb 2014

Research athletics history database to analyze individual and team performance in comparison to previous seasons and team members’ statistics Coordinate/set up athletic home events including the 2011 Northwest Conference Track and Field Championships. Collected scores and circulated results information via our athletics website in real time Write weekly website press releases about various athletic events Update Pacific Lutheran’s athletic page with statistical information to provide relevant context of team and individual athletic results Show less

Staff coach

• May 2013 - Aug 2013

Worked with kids ages 6-15 on developing basic soccer skills. Worked with staff directors on coaching fundamentals and interpersonal relationships with young athletes. Worked with kids ages 6-15 on developing basic soccer skills. Worked with staff directors on coaching fundamentals and interpersonal relationships with young athletes.

Footwear specialist

• Jun 2011 - Aug 2012

seasonal employee, work with customers face-to-face to answer questions about product and services Shipping and receiving/processing seasonal employee, work with customers face-to-face to answer questions about product and services Shipping and receiving/processing

Sales Associate

• Jun 2011 - Aug 2012

Cashier

• Jun 2010 - Sep 2010

Personal Assistant

• May 2010 - Sep 2010

Organized and researched legal files for office Attorney. Retrieved legal documents from Multnomah County Courthouse