Richard Marshall Email & Phone Number

Seattle, WA, US

Seattle, Washington, United States

I started and managed an e-commerce brand featuring PNW and Seattle-themed merchandise such as apparel and home decor. Over 200 designs and $20,000/mo in sales during peak.

Bellevue, WA

Providing comprehensive, fee-only financial planning using evidence-based portfolios and empathic behavioral coaching.

Redmond, WA

Responsible for engagement, advising and servicing of current clientele, as well as the design and implementation of financial plans for new clients.

Bellevue, WA

Position involves trading, developing financial plans for clients, handling administrative duties on behalf of advisers such as portfolio rebalancing and managing cash levels. Acted as junior financial adviser to smaller client accounts.

Seattle, WA

Client facing role involved with assisting new accounts process, resolving client inquiries and managing daily office operations. Contributed to projects such as producing office operations manual.Also key contributor to business development projects, such as creating a promotional DVD for the financial advisor and developing website content.Learned.

Provided support to Symetra's many clients, agent and financial planners.Administrative tasks such as processing paperwork related to insurance policies.Earned two certificates from Life Office Management Association