Compound Planning's approach to Wealth Management blends the personal touch of a wealth advisor with a beautiful digital platform to create a world-class, client-centric experience you won’t find anywhere else.We measure our success by the impact we have on our clients’ lives.Sometimes our impact is quite concrete: we save someone $500k by helping them exercise their stock options in the tax-optimal way, or we increase someone’s investment returns by helping them invest in private opportunities they wouldn’t otherwise have access to.But sometimes it’s more subtle: like the peace of mind that you can live the lifestyle you want in retirement or that your family is set up for success.

Personal Capital is the next-generation Financial Advisor, fundamentally altering the traditional financial services landscape. The founders of Personal Capital have one goal in mind: to build a better money management experience for consumers. Our client-centric business model blends cutting edge, award winning technology with world-class objective financial advisory services to deliver personalized wealth management helping our clients lead better financial lives. Personal Capital puts your entire financial life at your fingertips, providing the tools to analyze where you are and the personalized advice to ensure you get where you want to go.Our founding team is comprised of some of the nation’s leading financial technology and e-finance executives, backed by IVP, Venrock, Crosslink Capital, Power Financial / IGM, BlackRock, BBVA, Corsasir Capital, and USAA.Personal Capital is proud to be a Denver Top Workplace!

Personal Capital is the next-generation Financial Advisor, fundamentally altering the traditional financial services landscape. The founders of Personal Capital have one goal in mind: to build a better money management experience for consumers. Our client-centric business model blends cutting edge, award winning technology with world-class objective financial advisory services to deliver personalized wealth management helping our clients lead better financial lives. Personal Capital puts your entire financial life at your fingertips, providing the tools to analyze where you are and the personalized advice to ensure you get where you want to go.Our founding team is comprised of some of the nation’s leading financial technology and e-finance executives, backed by IVP, Venrock, Crosslink Capital, BlackRock, USAA, BBVA, Corsair Capital.Personal Capital is proud to be a Denver Top Workplace!

As a Relationship Manager, my main focus is to develop and grow lasting relationships with my clientele. On an ongoing basis, I serve as the client's strategist by managing Northern Trust products and capabilities into optimal client solutions. I also ensure the precise amount of operational support is being dedicated to my clients to meet their servicing needs.

I was responsible for the completion of all administrative tasks related to the accounts I serviced. I analyzed account objectives and made strategic improvements. Assisted relationship managers in developing additional business, made client presentations and coordinated service team reviews