Senior Operations Associate
My goal, every day, is to make sure every client’s experience is as seamless and smooth as possible. I handle the behind-the-scenes details, from assisting advisors to managing the office. I work with CPAs, attorneys, and other members of each client’s team to keep information and accounts up-to-date and functioning smoothly, and I’m always just a quick phone call away.
Working in finance is important to me because I want to make a difference on a personal and global level. When we assist clients, we’re helping them secure their futures – and those shared futures influence the world economy. It’s exciting to know that I get to do that from our office in Boise, Idaho.
I’m originally from Post Falls, Idaho, and I’m a proud University of Idaho Vandal (not to mention a Phi Gamma Delta brother). I majored in both finance and economics and soon after went to work at Wells Fargo. I’ve performed several roles across a number of divisions, in past experiences, including credit management, personal banking, mortgage lending, and more. This background has been invaluable to me because it’s taught me how to work quickly across industries and how to deliver an exceptional level of service.
My wife, Kjersten, is a chiropractor, and we love camping and hiking in the Idaho outdoors. Our long-term goal is to travel America, hitting as many baseball stadiums and national parks as we can
- Bachelor’s degree in finance and economics from the University of Idaho
Email Brandon at [email protected]