Experience

Freestone Capital Management

• United States
• Financial Services
• 1 - 100 Employee

• Client Manager

  • Nov 2021 - Present

  As a client advisor, I understand each client has a unique set of financial complexities and long-term goals. At Freestone, we offer a full suite of services to help protect, grow or transfer your wealth, and address all aspects of your financial life to provide peace of mind and the freedom to focus on what truly matters. As a client advisor, I understand each client has a unique set of financial complexities and long-term goals. At Freestone, we offer a full suite of services to help protect, grow or transfer your wealth, and address all aspects of your financial life to provide peace of mind and the freedom to focus on what truly matters.



Pathstone

• United States
• Financial Services
• 200 - 300 Employee

• Senior Advisor

  • Mar 2021 - Nov 2021



Parcion Private Wealth

• United States
• Financial Services
• 1 - 100 Employee

• Director - Parcion Private Wealth Management

  • Oct 2019 - Jan 2021



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Wealth Strategy Associate - The Cascade Group

  • Feb 2018 - Oct 2019