How I Increase Your Value of Time^®

I primarily manage and coordinate client deliverables. I also supervise the oversight and standards management of assigned relationships according to our firm’s process, philosophy, and standards. While supporting and aiding the firm’s advisors, I also perform client or issue-specific analysis in order to facilitate smooth operational management of our client relationships.

My Career Journey

Prior to joining Pacific Portfolio in January 2016, I was a Relationship Manager at Wells Fargo. During my role there, I managed complex institutional and custody relationships involving operational oversight of product delivery, cash flows, record keeping data, financial analysis, transitions, audits, and technology.

My Academic Base

I am an alumnus of the Cannon Financial Institute Trust School.

What the Value of Time^® Means to Me Personally

I enjoy establishing and maintaining a personal rapport with clients and business partners. I love going beyond the expectations of clients, by taking time to understand them and the issues they face. My joy lies in providing purposeful resolutions and thoughtful reporting, thus lifting worries off the shoulders of clients.

Besides work, I love spending time with my family and friends. My idea of relaxation would include hiking, traveling, exploring new places, and eating good food. I am curious about the world and thrive on expanding my knowledge by seeing or doing something new.

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