Experience

Alterra Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Director of Client Care & Administration

  • Jan 2023 - Present

  Bellevue, Washington, United States

• Director of Client Care

  • Jan 2022 - Dec 2022

  Bellevue, Washington, United States

• Client Care Coordinator

  • Oct 2019 - Dec 2021

  Bellevue, WA Alterra Advisors is an independent wealth management firm. From successful entrepreneurs and business owners to retirees and those with big charitable goals, we’re here to serve. And because each client is unique, we don’t have pre-determined solutions. All wealth management plans are unique and personalized. Alterra is the result of over a decade of collaboration. While our founders were both principals in their own financial advisory practices, they became friends and colleagues… Show more Alterra Advisors is an independent wealth management firm. From successful entrepreneurs and business owners to retirees and those with big charitable goals, we’re here to serve. And because each client is unique, we don’t have pre-determined solutions. All wealth management plans are unique and personalized. Alterra is the result of over a decade of collaboration. While our founders were both principals in their own financial advisory practices, they became friends and colleagues, sharing a long-term vision of the impact they could have on the lives of their clients. Over the years, they jointly crafted the client-first approach they both practiced. Founding Alterra Advisors formalized these shared views in partnership. Our mission is to provide exceptionally coordinated financial planning and wealth management. We strive to give our clients the peace of mind that comes as they plan for and meet their financial needs and life’s goals. Our success is defined by each and every client who comes to feel we are not just their trusted advisor, but also part of their extended family. Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state. LSF is not affiliated with Alterra Advisors.



MM411, Inc

• Chief Operating Officer

  • Mar 2018 - Sep 2019

  Redmond, WA ★ Execute the creation of all CME education projects. Work directly with accreditation companies and content experts to design unprecedented online CME activities for doctors, nurses and pharmacists. ★ Project management and execution. Bringing new content and branding opportunities quickly to the market. ★Marketing and email campaign designs. Build customer funnel to generate repeat sales and customer loyalty. ★ Editor and content design for continuing medical education… Show more ★ Execute the creation of all CME education projects. Work directly with accreditation companies and content experts to design unprecedented online CME activities for doctors, nurses and pharmacists. ★ Project management and execution. Bringing new content and branding opportunities quickly to the market. ★Marketing and email campaign designs. Build customer funnel to generate repeat sales and customer loyalty. ★ Editor and content design for continuing medical education course curriculum. ★ Article researcher and writer for cannabis focused content. ★ Start up capital sourcing and management. General financial management, budgeting, accounting. ★ Investor relations and communications. Marketing deck design. ★ Major contributions include bringing Alaska Handler certification from conception to state approval. Show less



Bath & Body Works

• United States
• Retail
• 700 & Above Employee

• General Manager

  • Sep 2017 - Sep 2018

  Seattle, Washington ★ Oversaw daily business and retail operations, including sales growth, visual standards, supply chain and marketing execution. ★ Built a local clientele of loyal customers through best in class customer service and utilizing customer retention tools. ★ Recruited, hired and trained associates and store leadership of 55+ staff. ★ Increased sales by 5% in one fiscal year.



Bed Bath & Beyond

• United States
• Retail
• 700 & Above Employee

• District Merchandise Manager - Pacific Northwest

  • Nov 2006 - Sep 2017

  Washington, Alaska, Idaho and Montana ★ Manage daily merchandising and retail store operations for 16 locations, including store managers and 80 assistant managers in addition to 300+ personnel. ★ Retain accountability for each store's sales and operations, including cost-effective procurement of merchandise. ★ Streamline inventory operations. ★ Drive available product sales growth by 3.6% with inventory dollars totaling 2.8%. ★ Manage, train and mentor future leadership and staff. ★ Serve as the… Show more ★ Manage daily merchandising and retail store operations for 16 locations, including store managers and 80 assistant managers in addition to 300+ personnel. ★ Retain accountability for each store's sales and operations, including cost-effective procurement of merchandise. ★ Streamline inventory operations. ★ Drive available product sales growth by 3.6% with inventory dollars totaling 2.8%. ★ Manage, train and mentor future leadership and staff. ★ Serve as the lead project manager for new store openings and remodels. ★ Oversee visual merchandising and store layout for Western Washington State. ★ Devise and deliver cutting-edge solutions in community stores, continuing to build brand loyalty, partnering with vendors and buyers to showcase the latest products, including in-season product performance. ★ Manage and plan inventory for $100MM+ in annual sales and $44MM in inventory procurement, $115MM in 2016 alone. ★ Increased gross margin to 54.4% with company totals of only 49.3%. ★ Achieved success in increasing average ticket sales by 2.3%, and strategically decreased inventory levels in all stores by 5% while maintaining sales growth. ★ Serve as the assigned field partner for the corporate fashion buying team. ★ Deliver proficiency in seasonal style outs and setups, store layout, visual presentation, pricing and markdown tactics. ★ Mentor and coach store leadership and staff. ★ Remain current and knowledgeable on the latest consumer trends, fashion and other industry indicators to facilitate intelligent buying decisions.

• Store Manager

  • 2006 - 2011

  Issaquah, Washington ★ Managed multiple store locations in and around the Seattle area. ★ Oversaw daily business and retail operations, including merchandise procurement, ordering, supply chain, sales growth and seasonal merchandising. ★ Ensured best in class customer service and support delivery. ★ Recruited, hired and trained associates and store leadership of 40+ staff for each location. ★ Ensured inventory levels remained in line with consumer spending, seasonal shopping trends and… Show more ★ Managed multiple store locations in and around the Seattle area. ★ Oversaw daily business and retail operations, including merchandise procurement, ordering, supply chain, sales growth and seasonal merchandising. ★ Ensured best in class customer service and support delivery. ★ Recruited, hired and trained associates and store leadership of 40+ staff for each location. ★ Ensured inventory levels remained in line with consumer spending, seasonal shopping trends and other marketing programs/demographics. ★ Increased sales by 10% in one fiscal year.