As Client Service Manager for BSW Wealth Partners, my primary role is to facilitate a smooth, efficient, and pleasant client experience. This includes managing workflows for new accounts, executing cashiering requests, and being the primary conduit by which clients...
As Client Service Manager for BSW Wealth Partners, my primary role is to facilitate a smooth, efficient, and pleasant client experience. This includes managing workflows for new accounts, executing cashiering requests, and being the primary conduit by which clients...
As a Data Specialist, my primary role is to ensure the utmost accuracy in processing and presenting our clients’ data. My work involves navigating our data systems to establish clean, reliable, and timely data. It’s my goal and responsibility to provide...
For as long as I can remember, I’ve always had the desire to help people. Whether volunteering at a homeless shelter or donating a few of my precious dollars in my youth, I learned the value and impact my time, talents, and treasures can have on others. Fast forward...
As a portfolio manager at BSW Wealth Partners, I build and maintain BSW client portfolios. My primary role is to ensure portfolios are running efficiently while serving my clients to achieve their life goals. With a focus on public equity markets, I work hand in hand...
