Professional Experience
Wealth Management Associate
Coldstream Wealth Management - Bellevue, WA
Feb. 2025 - Present
- Authored and published articles on Market Commentary, Cybersecurity, Wire Fraud and Cryptocurrency for client education and marketing purposes
- Created and distributed internal team newsletters focused on AI and Large Language Models (LLMs) to enhance team knowledge and capabilities
- Processed and executed transactional requests exceeding $10,000,000+
- Conducted thorough portfolio analysis and proposed strategic trades for optimal portfolio rebalancing and performance
- Implemented derivatives-based hedging strategies resulting in over $100,000 in gains during a period of heightened market volatility
- Served as a senior associate with team reports, provided team member annual reviews and assisted in interviewing new team members
SalesforceTamaracWealthscapeSchwab Advisor Center
Business Owner
Pixel Trail Development, LLC - Remote
Jun. 2024 - Present
- Developed and delivered custom software solutions and modern web applications for Washington State businesses
- Specialized in full-stack JavaScript development using React, Node.js, and cloud infrastructure
JavaScriptReactNode.jsMongoDBAWS
Universal Banker
Umpqua Bank - North Bend, WA
Mar. 2021 – Jun. 2022
- Maintained strict confidentiality of customer data and communications while handling sensitive financial transactions
- Efficiently processed over 100 transactions and managed 20+ customer service calls daily
- Ensured compliance with all banking operation guidelines and regulatory requirements
- Coordinated and participated in marketing events reaching over 300 existing and potential customers to promote banking services and products
Banking SoftwareCRM SystemsMS Office
Education and Public Outreach Intern
Washington State Department of Natural Resources - North Bend, WA
Jun. 2019 - Aug. 2019
- Ensured consistent delivery of communication to the public regarding trail access, ongoing trail maintenance, upcoming events, and other information about DNR managed lands
- Created brochures and marketing materials for DNR managed lands and trails within the Snoqualmie Valley Area, supplying photography for future marketing and publications
- Maintained trails and hiking locations through manual labor and trail modification, specifically in the Middle Fork Snoqualmie River area
- Provided photography and documentation of DNR efforts to maintain lands and areas available to public access
- Combined efforts with the US Forest Service to maintain lands owned by Washington State and the United States
Adobe Creative SuitePhotographyPublic Relations
Education
Advanced Software Development in Full-Stack JavaScript
Code Fellows Bootcamp - Seattle, WA
2023
BA Strategic Communications (Public Relations Focus)
Washington State University - Pullman, WA
2020
Associate of Applied Science (AAS) and High-School Diploma
Bellevue College - Bellevue, WA
2017
Certifications & Achievements
Financial Paraplanner Qualified Professional™, FPQP®
Feb. 2025
Series 65 (Investment Adviser Representative)
Sep. 2024
Securities Industry Essential (SIE)
Jan. 2024
Eagle Scout
Jun. 2017