What inspires me
I am inspired by successful investors who own companies that they believe in. It is great to see Fulcrum clients benefit from investing in this way and I am excited to see our clients’ wealth and positive impact compound for years to come.
How I impact my clients
As an Investment Operations Analyst, I monitor our clients' portfolios and ensure that they have the right amount of liquidity to fulfill their financial plan. I also assist our investment team with logistics, trading, and portfolio management.
On the weekends
I enjoy going for bike rides along the Elliott Bay Trail or making the trip to Green Lake to play basketball. I also enjoy traveling to see friends, and I love finding good books and podcasts about investing..