Professional Experience

Wealth Management Associate

Senior Client Service Associate

Client Service Associate

Coldstream Wealth Management • Bellevue, WA

Jun. 2022 - Present
  • Wrote articles on Cybersecurity, Wire Fraud, Market Commentary and Cryptocurrency published by Coldstream for prospective and current clients.
  • Automated and edited monthly AI/LLM Internal Newsletters for my team, saving hours of time by utilizing workflow automation to research and summarize AI news.
  • Built email templates for meeting preparation, meeting notes and other common tasks to reduce time spent on repetitive inputs.
  • Responded and processed transactional requests of up to $10,000,000+ at a client's request.
  • Developed new internal team Sharepoint sites on licensing and designation training and AI prompt engineering to improve client service efficiency.
  • Implemented a derivatives-based hedging strategy for a client that led to $87,000 in net profit, cutting losses during a period of heightened market volatility in 2025.
  • 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 - Dec. 2025
  • 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