I help our generous American Red Cross supporters and their advisors explore ways to support the Red Cross while preserving assets and reducing taxes through gifts of assets and gifts by will, trust, and beneficiary designations. I am passionate about helping donors maximize the impact they seek to make to our five lines of service by exploring ways of giving that best fit with each donor's unique financial situation, timeframe, and charitable goals. I engage our regional development teams, our local volunteer board members and our national staff to have effective philanthropic planning conversations with Red Cross donors. In the spirit of planning that is the foundation of the Red Cross emergency preparedness, I encourage everyone - whether you are 18 or 88 - to consider the importance of having a plan in place that relieves your loved ones of having to guess how to honor your wishes. The Red Cross supports resources that empower anyone to establish a will or living trust for no, or low, cost. No matter your wealth, making a will and estate plan is one of the kindest and most responsible acts you can take on behalf of yourself and others. Consider that having a will or trust in place can ensure that the lives of the people, pets and causes you love are not unecesarilly burdened with costs and time of probate courts deciding heirs or beneficiaries, assessing property worth, or making unanticipated financial decisions.

Provided individually-tailored client service for 130+ High Net Worth clients and four Wealth Managers. Facilitated all ranges of account-level administration (new client on-boarding, life-stage transitions, estate administrations, account trading and data reporting) with acumen and concise, empathic communication. Collaborated with 8-person client service team to effectively manage and prioritize pipeline of requests across 900 households. Earned CFP® certification in 2019.

Equity Trader at ClearBridge Investments LLC, an asset manager which is a unit of Legg Mason. Executed trades for three funds, monitored 180 stocks for 8 funds on behalf of two Portfolio Managers. Earned CMT (Chartered Market Technician) designation in 2010. As Investment Team member, contributed technical analysis to complement fundamental analysis and enhance trading recommendations.

Institutional Equity Sales Trader for west coast JPM institutional clients