I joined the Bristlecone team in early 2017 as a Client Manager. I have a combined 8 years of banking and accounting experience, which I have already leveraged as I provide family office services and support for our clients.
My humble beginning as a bank teller taught me the value of excellent customer service. The importance of that lesson continued when I transitioned to more senior roles. Bristlecone's flexibility to adapt to individual client needs demon... (login for more professional bio)