About
I joined CAPTRUST in 2023 from QA Wealth Management. Serving as a senior associate and relationship manager, primarily serving Big Four tax, audit, and consulting clients with financial planning. Prior to joining the firm, I was a treasury analyst for Portico Benefit Services focusing on investment performance reporting.
Experience
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Consultant | Relationship Manager at CAPTRUST
Apr 2023 - Present · 3 yrs 4 mos
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Associate Wealth Management Advisor at QA Wealth Management
Apr 2021 - Apr 2023 · 2 yrs 1 mo
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Treasury and Investment Analyst at Portico Benefit Services
Jun 2019 - Apr 2021 · 1 yr 11 mos
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Treasury Analyst - Intermediate at Allina Health
Nov 2017 - Jun 2019 · 1 yr 8 mos
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Mortgage Claims Analyst at Wells Fargo
May 2017 - Oct 2017 · 6 mos