Experience

Alterra Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor Associate

  • Apr 2023 - Present

  Bellevue, Washington, United States 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. Show less



Umpqua Bank

• United States
• Banking
• 700 & Above Employee

• Relationship Banker

  • Aug 2021 - Apr 2023

  Seattle- South Lake Union As a Relationship Banker, I help clients achieve financial well-being through deep customer relationships and a thoughtful understanding of their needs, to offer the best and most appropriate personal and business financial products and services. I provide sales and service support to the Retail Store team and serve as the primary new account and loan originator for the South Lake Union branch. NMLS Certified through April 27, 2023.



U.S. Bank

• United States
• Legal Services
• 1 - 100 Employee

• Client Relationship Consultant

  • Mar 2019 - Apr 2022

  Seattle, Washington, United States Helped manage an onsite U.S. Bank branch located in the Starbucks Corp. HQ where I had the opportunity to create, maintain, and build relationships with clients by meeting both face to face and virtually. I engaged with our clients when and where they needed in order to provide the best possible counsel. I built strong client relationships by establishing trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, educating clients on… Show more Helped manage an onsite U.S. Bank branch located in the Starbucks Corp. HQ where I had the opportunity to create, maintain, and build relationships with clients by meeting both face to face and virtually. I engaged with our clients when and where they needed in order to provide the best possible counsel. I built strong client relationships by establishing trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, educating clients on available deposit and credit products/services, and recommending financial solutions based on each customer’s unique goals/needs.

• Universal Banker

  • Mar 2019 - Mar 2019

  Seattle, Washington



Music Studio of Seth Jones

• Founder/Director

  • Jan 2015 - Jan 2019

  Greater San Diego Area In early 2015, I saw a growing demand in the Greater San Diego Area for private, affordable piano and voice lessons. I decided to launch my own studio in order to meet this demand. I was able to offer hour-long instructional lessons from my own home studio for half the price of my competitors. I took on sole responsibility for designing my own unique and creative curriculum that was specifically catered to the individual needs of each student. Attached, you will find a video of one former… Show more In early 2015, I saw a growing demand in the Greater San Diego Area for private, affordable piano and voice lessons. I decided to launch my own studio in order to meet this demand. I was able to offer hour-long instructional lessons from my own home studio for half the price of my competitors. I took on sole responsibility for designing my own unique and creative curriculum that was specifically catered to the individual needs of each student. Attached, you will find a video of one former student who was so incredible, she made the news! As you can tell, her lessons needed a pretty unique approach. Show less



The San Diego Museum of Art

• United States
• Museums, Historical Sites, and Zoos
• 1 - 100 Employee

• Runner

  • Jan 2015 - Sep 2016

  San Diego, California Server in an extremely busy, high-energy restaurant that sourced everything locally and organically in the heart of Balboa Park, with an extensive local craft beer selection, wine, and craft cocktails. The restaurant was called Panama 66, and it shared a space with the San Diego Museum of Art's Sculpture Garden.



A.Ray Hospitality

• United States
• Restaurants
• 1 - 100 Employee

• Server

  • Jul 2014 - Jan 2015

  Nashville, Tennessee One of Nashville’s busiest restaurants, M.L. Rose West was known for its 30 roasting craft beer program and unique take on pub food, leasing it to be a top restaurant within A. Ray Hospitality.



Jefferson’s Restaurant

• United States
• Restaurants

• Bartender Manager

  • Dec 2011 - Jul 2014

  Nashville, Tennessee My introduction into the Service Industry, I had the unique ability to work almost every job in this restaurant- from dishwasher to host, server, bartender, and manager of all catering/events.



Hendersonville High School

• United States
• 1 - 100 Employee

• Choral Director

  • Oct 2012 - Apr 2014

  Hendersonville, Tennessee Conducted several choirs (grades 9-12), including the award winning HHS Select Chamber Choir. Here, I led several fundraising campaigns and planned every detail for cross-country performances and field trips, including travel means and all accommodations. In August of 2013, I had the privilege of leading our choirs as they won a National contest to sing back-up vocals for the popular band One Republic, while also collecting $10,000 in prize money for the school’s Music Department.



Ensworth School

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Choral Director

  • Apr 2012 - Nov 2012

  Nashville, Tennessee Teacher for Pre-1st General Music and 4th-8th grade Choir for one of the most prestigious private schools in Nashville. Also directed the Middle School Musical, “Cinderella”



Nashville Zoo

• United States
• Entertainment Providers
• 100 - 200 Employee

• Guest Services Representative

  • Jan 2011 - Dec 2011

  Nashville, Tennessee Helped operate all levels of Guest Services and was responsible for selling admission tickets and annual zoo memberships



Christian Church of Seaford

• Youth Program Coordinator

  • May 2008 - Aug 2009

  Seaford, Delaware Solely responsible for the planning and implementation of all youth classes and activities (Grades 1-12) along with the design of each and every worship service- from the music, to the technology used, and other logistical details.



Lipscomb University

• United States
• Higher Education
• 700 & Above Employee

• Call Center Representative

  • Sep 2007 - May 2008

  Nashville, Tennessee