Sr. Portfolio Administrator
With Apriem Since 2020
Responsibilities: Managing day-to-day portfolio administration duties, providing investment research, and conducting portfolio analyses that helps deliver top-tier service to our clients.
Expertise: Enjoys in-depth capital market research and using a multitude of financial tools to gather, analyze, and interpret data that is used to help make objective financial decisions.
Acquired wisdom: Growing up surrounded by family that have set goals and went on to achieve them, which gave him a path to follow. He credits his family for teaching him how to be an ardent student, responsible employee, and to always strive to become a better person.
Finds Balance: An avid outdoorsman and loves to hike, camp, bike ride, swim, and play sports.
Chooses to go big: Went backpacking over a three-day period where the temperature averaged 10 degrees Fahrenheit.