Experience

Roberts Wealth Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Senior Equity Analyst

  • Jul 2021 - Present

  Park City, Utah, United States



Northwest Asset Management

• United States
• Financial Services
• 1 - 100 Employee

• Portfolio Manager

  • Mar 2016 - Jul 2021

  Mercer Island, WA NWAM, LLC dba Northwest Asset Management is an SEC registered investment adviser.

• Portfolio Analyst

  • Mar 2014 - Mar 2016

  Mercer Island, WA NWAM, LLC dba Northwest Asset Management is an SEC registered investment adviser.



Glacier Peak Capital

• United States
• Financial Services
• 1 - 100 Employee

• Research Associate

  • Oct 2013 - Mar 2014

  Bellevue, washington - Perform fundamental research and technical analyses of US equities across all sectors, screening for ideas that fit core investment criteria and trading guidelines. - Analysis of various investment newsletters, SEC filings, sell-side research and company-specific news, establishing and updating valuations and projections on each prospective investment. - Assist with order input and allocations, create fund attribution reports, as well as monitor a multi-sector watchlist of more than… Show more - Perform fundamental research and technical analyses of US equities across all sectors, screening for ideas that fit core investment criteria and trading guidelines. - Analysis of various investment newsletters, SEC filings, sell-side research and company-specific news, establishing and updating valuations and projections on each prospective investment. - Assist with order input and allocations, create fund attribution reports, as well as monitor a multi-sector watchlist of more than seven hundred equities. - Compliance, risk management, and administrative roles including client account maintenance, coordination with third party administrators, daily assessment of risk/reward profiles on all active positions, and updating the digital database. Show less



Scottrade

• United States
• Financial Services
• 400 - 500 Employee

• Finance Intern

  • Sep 2012 - Feb 2013

  Bellevue, WA - Developed a strong foundation in stock, bond, and options trading, investment analysis, and IRA/retirement account structuring. - Created value for a brokerage firm and clients by reviewing and opening new accounts, facilitated client transactions, account, and market inquiries, and strengthened client relationships through face-to-face meetings and detailed analysis. - Maintained high customer satisfaction by proactively communicating with clients regarding firm events, industry… Show more - Developed a strong foundation in stock, bond, and options trading, investment analysis, and IRA/retirement account structuring. - Created value for a brokerage firm and clients by reviewing and opening new accounts, facilitated client transactions, account, and market inquiries, and strengthened client relationships through face-to-face meetings and detailed analysis. - Maintained high customer satisfaction by proactively communicating with clients regarding firm events, industry events, and account maintenance issues. - Assisted the brokers and principals in trade input, client service, and market research. Show less



Ewing & Clark, Inc.

• United States
• Real Estate
• 1 - 100 Employee

• Accounting Intern

  • May 2012 - Sep 2012

  Seattle, WA - Assisted a multi-line real estate broker in the management of residential, commercial, and rental properties through the preparation and reporting of trial balances and bank reconciliations. - Supported the Finance and Accounting department with cyclical duties, including invoicing, billing, and preparing & reviewing financial statements. - Strengthened communications skills by collaborating with contractors, clients, firm management, and co-workers.



Starbucks

• United States
• Retail
• 700 & Above Employee

• Barista

  • Jun 2011 - Jul 2012

  Seattle, WA - Demonstrated excellence in customer service by greeting customers and fulfilling patron orders. - Strengthened multi-tasking skills by managing priorities in a fast-paced environment.