Client Service Associate
“It’s not what the world holds for you, it’s what you bring to it.”
What inspires me
What inspires me about Fulcrum Capital is the values-oriented leadership. The team’s words and actions are complementary to our mission of positively impacting Fulcrum associates, clients, and the communities we serve.
How I impact my clients
I am proud to play an active role in supporting our clients in all aspects, whether it be facilitating money needs, updating accounts, or answering general questions. My goal is to deliver exceptional service in a timely manner.
On the weekends
On the weekends, my two young daughters keep me busy with their activities. The family learns a little bit of Cantonese and Mandarin and we enjoy walks around the neighborhood.
- Bachelor of Arts, Business and Public Administration, University of Puget Sound