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B.B.A in Finance and International Business, Exploring nature with either a backpack, bike or some scuba tanks, Traveling to a new country, getting to know new peoples and cultures, The California Aggie, Editor-in-Chief, 2015-2017, Developed and led a $1.2 million fundraising campaign, created 60 student jobs and returned the 103-year-old newspaper to print publication after a three-year hiatus, B.A. Next Day Delivery on Orders placed before 11am (ex. Misuse of 3M industrial and occupational products may result in injury, sickness, death, or property damage. in Political Economy, University of California, Berkeley, Traveling, including Europe, South America and Asia. Google Analytics sets this cookie, to determine new sessions/visits. YSC cookie is set by Youtube and is used to track the views of embedded videos on Youtube pages. As a Seattle native, I joined the San Francisco office back in 2014 and spent six years in the Bay Area. The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". In my current role as a Senior Client Service Associate, I work with our wealth management team to serve our clients unique needs and priorities. and As a Senior Wealth Associate, I use my investment knowledge and business acumen to deliver comprehensive and strategic financial plans to meet our clients unique needs and objectives. Wish I could have more opportunities to ski! I started my career in transportation at a global container shipping firm. in Mechanical Engineering (Minor in Economics [Macro]) from University of Illinois at Urbana-Champaign. Strategic Public Policy and International Affairs from American University of Paris, B.A. (PDF,221.7KB), Scrim Reinforced Adhesive Transfer Tape 97053 in Anthropology from University of California, San Diego, Learning about history, culture and language, B.A. Now I apply this education along with my background in operations and service to help our clients meet their goals. We will inform you when the product arrives in stock. Beyond her work, Justina is committed to engaging fully in her local and global communities. When I arrived at Wetherby in 2005, I was struck by its orientation toward client service as opposed to sales, and by the unique culture. in Finance and Minor in Business Analytics from the Leavey School of Business, Santa Clara University, Fishing (trout, bass, salmon, you name it and Ill catch it), Traveling and experiencing the different cultures of our world, Playing, watching and coaching baseball and soccer, Obtained the Certified Financial Planner designation in 2005, Get to work with wonderful clients and colleagues, B.S. Their personalities, life experiences, and circumstances in which they find themselves are all particular to them, and leading human resources means taking the time to understand those differences. He advanced from an associated level to Director and Wealth Strategist of advanced planning during his five-year tenure. Ends from. He supported the firms business development and branding activities, while working closely with its investment advisors. We were founded on the basis of doing great work for clients. Throughout my career, I had always heard about Wetherby as a remarkable place. I love drawing Snoopy, the Peanuts character. Working with clients has not only allowed me to understand their financial goals and how to manage their portfolio, but a chance to be involved in the milestones of their lives. For a better experience, please enable JavaScript in your browser before proceeding. Compton House originally had been part of a law firm before the law and financial segments were separated. in Finance and Risk Management & Insurance from University of South Carolina Darla Moore School of Business, Becoming a Certified Financial Planner certificant last year with incredible support from my colleagues, Becoming a mentor at Wetherby, where I can help support others in the way I feel lucky to have been supported, Working with clients to manage significant milestones and changes in their lives, B.A. Were delighted to introduce Nathan Kermode, the newest addition to Wetherbys dynamic technical team. Our well-rounded school curriculum and approach brings out the best in every child in our care . ", We work solely for our clients and that allows us to do our best work for each., Were a diverse organization with a firm-wide commitment to collaboration., "The moments that stand out are rarely about a specific choice for a clients portfolio or a part of their investment plan as much as they are about knowing them on a personal level. 30 Apr 2015 12:00 BST Date Format. I work hard, along with the rest of our investment team, to ensure that our clients feel confident that their investment choices can help them achieve their goals. Supplying our brands through merchants and registered contractors nationally. Venturing into my professional life, the world of investing and helping people manage their money felt like an immediate fit. Those experiences with each client taught me the importance of the human aspect of investing mitigating client biases as well as my own to stay disciplined and on-plan is the secret to long-term investing. I have found that my psychology background has come in very handy as a Wealth Advisor. in Business Administration with a focus on Finance and Business Law from the University of the Pacific. Check out our selection today! WETHERBY K+A Scrim Adhesive 25Kg Bag SKU: 1300082 Description Technical Specs Datasheets Delivery Information Reviews WBS Heck K&A Scrim Adhesive Key Features: 25kg Bag Coverage 3m2 Mineral based, bonding and reinforcing basecoat for Acrylic and Silicone Renders Water repellent properties Vapour Permeable She also created and built Threshold Groups Community Square initiative focused on shared family learning. Overall, I focus on creating long term value for the firm and, most importantly, the clients we serve. Two years later, he transitioned to the firms New York office, where he took on greater responsibilities as a Wealth Advisor. Her experience at a small money management firm led Deb to create Wetherby Asset Management in 1990. People treat each other with respect and it feels like everyone is working toward the same goals. Being responsive and sensitive to our clients needs has really resonated with me., I started the firm because of a belief in and commitment to serving clients in a certain way.. French Language and Global Studies from University of Minnesota, Traveling and travel photography/videography, Have continued to grow at Wetherby, adding responsibilities, receiving four promotions in eight years, and becoming a shareholder, Successfully made the transition from an operations role to a client service position, Moved from Russia to the U.S. in 2006, after meeting my husband (also from Russia and a U.S. citizen) on a tour in Italy, Love to play the piano, and it will give me great pleasure to involve our two children in playing duets and singing together, Speak three languages: English, Russian and Italian, MCM Wealth, Operations Manager, 2011-2020, Executed the comprehensive operational functions for our entire RIA client base, including account maintenance, portfolio implementation, alternative investment updates and compliance, Reconciled fund accounts, providing principals with information necessary to manage $7 billion portfolio, and filed compliance reports for activist fund positions, B.S. Outside of his work at Wetherby, Mike serves on the Planned Giving Advisory Committee for the Buck Institute for Research on Aging. His time at a larger retail financial services company led him to search for an opportunity with a strong client focus and the chance to build deeper relationships with clients. Here at Wetherby, I advise a number of large multi-generational families, and I partner closely with them to help them attain their personal, philanthropic and legacy goals. A thin, durable scrim reinforcement adds stability for handling. in Agribusiness from California Polytechnic State University, San Luis Obispo, Custodian liaison onboarding new clients and managing client cash distributions, Monitored client accounts including account cash balances, stock transfers and processing EFTPS tax payments, as well as ensured accuracy of client data in internal systems, Quarterly reporting to audit cash flow summaries and alternative investment reconciliation, Coordinated ongoing investment account maintenance with investment managers and administrators, Operations Specialist, Laird Norton Wealth Management, Created and maintained operational workflows for investment fund onboarding, Led operational implementation of alternative investments across internal and external teams, Facilitated workflows between investment, reporting and client service teams, B.A. in Economics from University of California, San Diego, My wife and I love trying new restaurants and traveling to new places, Was fascinated by ancient Egypt when I was younger, and Id love to return to see the Pyramids, Love to watch soccer matches on television, and Manchester United is my favorite team, Funding Circle USA,Senior Analyst, Loan Operations, 2015-2016, Reviewed loans to ensure adherence to internal policies/investor requirements and collaborated with the product team to launch system upgrades to improve operational efficiency, Gordian Compliance Solutions,Compliance Consultant, 2013-2015, Provided compliance oversight and support for investment advisory and broker dealer firms to ensure compliance with regulatory requirements, Merrill Lynch Private Banking and Investment Group,Registered Financial Analyst, 2011-2013, Worked on client portfolio rebalancing and reporting, money manager research, and business development support, BlackFem, Inc., Co-Director of Fundraising West Coast, Exploring local restaurants and farmers market, B.A. in Economics from Middlebury College, Have traveled to 31 countries and enjoy exploring new places, meeting new people, learning new things and getting different perspectives, Enjoy playing cards and games with my children, as well as watching their sporting events, Love being active outdoors with family and friends, including biking, hiking, swimming and tennis, UCSF Medical Center, Practice Coordinator, 2019, Supported practice operations while communicating with and supporting the needs of patients, Starbucks Coffee, Shift Supervisor, 2013-2019, Performed store operations while guiding employees and delegating tasks to ensure quality customer service, B.S. Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. in Political Science from California State University, Fresno, Volunteering through the Spinsters of San Francisco, Taking cooking classes and eating at all the delicious restaurants throughout the city, Paralegal, Self Employed (Contract), 2014-2021, Paralegal, Dickinson Wright (formerly Crownover Firm) 2012-2014. I provide support to our client service team and work with clients to ensure prompt and accurate processing of various requests. in Business Administration with a concentration in Finance from San Jose State University, Watching and supporting Bay Area sports teams (especially San Francisco teams! Available in 12 and 20ga., 26" and 28" barrels. in Economics with specialization in International Macro-Finance and Minor in Technology Management from University of California, Davis, Participating in recreational sports such as soccer and running, Exploring the world and experiencing different cultures, Was promoted at UBS to Director and Wealth Strategist, Joined as Wetherbys first Director of Estate Planning to help individuals and families make more informed estate and wealth planning decisions, Bar Member of Commonwealth of Pennsylvania and State of California, Master of Laws in Taxation from Northwestern University Law School, Doctor of Jurisprudence from Vanderbilt University Law School, B.A. Four-way adjustable comb. I enjoy working with such an excellent team and helping our wide variety of clients with their unique needs. I joined Wetherby Asset Management in 2015. Analytical cookies are used to understand how visitors interact with the website. Im so thankful that when I was considering a career in wealth management, a professor suggested that I reach out to Wetherby, because it was one of the few firms that he knew and respected. Freeman School of Business, Tulane University, All outdoor activities especially skiing and hiking, Managed team members and maintained departmental health and safety standards, Responsible for efficiently and accurately completing a wide variety of banking transactions, B.S. It is a core part of our job to understand the answers to these questions. He taught me about the stock market, and I thought Id follow in his footsteps. There were only about six of us when I joined, and what appealed to me was the firms independence. I wanted to be in a place where people really enjoyed working with each other and their clients. He then spent seven years at BNY Mellon in various roles, most recently as a Senior Wealth Manager. This cookie is set by the Google recaptcha service to identify bots to protect the website against malicious spam attacks. 3M industrial and occupational products are intended, labeled, and packaged for sale to trained industrial and occupational customers for workplace use. My role at Wetherby combines my love of financial planning with a desire to build trust and rapport with my clients its a perfect blend. Earlier in his career, he held leadership positions with notable global private client institutions, including Merrill Lynch and Northern Trust Private Bank. More than anything, I view human resources as a way to take care of our people. I joined Wetherby Asset Management in 2016. Its been lovely to join such a welcoming team that focuses on building healthy, personalized client relationships while making a positive impact on the surrounding community. In this role, I collaborate with our various teams to help move projects forward and align initiatives with our firms mission and vision. A Chartered Financial Analyst, David holds a Bachelor of Arts in Business Administration from the University of Washington. He built an international customer service team that served the container shipping industry from offices in the United States (Oakland, CA and Chicago, IL), as well as Hong Kong and Nice, France. Before working at Wetherby, I worked in the restaurant industry in Peru. in Economics from the University of California, Davis, Enjoy walking around the city with my wife, our son and our dogs and taking care of the home we bought, Am an avid sports fan the 49ers, Warriors and Giants are at the top of my list, Love to try new restaurants; cooking and hosting dinner parties have become another passion, Moving from NYC to open and lead Wetherbys Los Angeles office, Becoming a Wealth Manager and Shareholder at Wetherby, Being one of forty students in my class selected for the Value Investing program at Columbia University, MBA from Columbia University, member of the Value Investing Program, B.S. Inspired by a desire to help people and their families better understand their finances and investments, Debra pivoted to working directly in the wealth and financial planning sector. in Technological Entrepreneurship & Management from Arizona State University, Trying new restaurants and breweries in San Francisco, DreamHost, Human Resources Coordinator, 2018 2021, Supported payroll, employee recognition, wellness, ergonomics, training and benefits for a staff of 200+ employees domestically and internationally, KCAL Insurance Agency, Executive Assistant, 2016 2017, Recruited qualified candidates and conducted phone screens and interviews; collaborated with department managers to improve training and department processes, Society of Human Resource Management Certified Professional (SHRM-CP), M.S. I think theres an advantage in not having spent my career in financial services. He responded by sending me some autographed draft sketches of my favorite character with an encouraging note. I listened, learned, earned others trust and got more and more responsibility. Over time, his role evolved and is now a hybrid, integrating his skills in investments and research with client service support. HubSpot sets this cookie to keep track of sessions and to determine if HubSpot should increment the session number and timestamps in the __hstc cookie. Simon started as an intern at Cadogan Management, a privately-owned hedge fund of funds firm, while he was still in college. When I think about my future, I find impact investing particularly compelling. JavaScript is disabled. in Business Administration: Finance from San Francisco State University, Was asked to lead Wetherbys effort aimed at engaging and educating young investors, Has lead leadership and professional development projects and spoken to groups like the Yale Club of San Francisco, Love traveling the world and learning about food and wine, Enjoy taking dance classes and boxing lessons, JC Computing, Junior Consultant, 2012-2017, Provided IT services and solutions to multiple businesses throughout the Bay Area, Designed, implemented and maintained computer systems with considerations to client utilization and budget, MBA with a concentration in Information Technology Management from California State University, Dominguez Hills, B.S. HubSpot sets this cookie to keep track of the visitors to the website. I am grateful for their patience, the lessons they taught me and their partnership. San Francisco, CA 94104 Matte-finished metalwork and stock. Prior to joining the firm, he led North American operations at Proxicom, a boutique consultancy. I joined Wetherby Asset Management in 2018. Wetherby Group and La Roc, leading UK manufacturers of performance building products. Newest pod with, Our #CartridgeGuessingGame is back! There are so many things I love about my job. While there, David developed customized investment strategies and managed balanced portfolios to provide clients with superior risk and return results. I enjoy finding innovative solutions and streamlining processes, so I also identify new trends in technology and how they might benefit the firm and our clients. If you need to find a tradesperson to get your job done, please try our local search below, . He is active in the community and most recently served on the Board of Directors for Environmental Traveling Companions, which provides outdoor adventures to people with disabilities and disadvantaged youth. I love any excuse to use your best silver and china while trying out a new recipe, Enjoy searching through estate sales and our local auction houses to see what hidden treasures may be out there, Earned Chartered Financial Analyst designation at age 26, Passed the Certified Financial Planner exam at age 27, Moved to California after graduating from college with a lot of hope but no job, Took a two-week backpacking trip in northern Alaska, Speak some Russian the result of taking classes and spending a semester abroad during college, Pathstone, Director of Alternative Investments, 2017-2020, Member of Chief Investment Office and Investment Committee; researched and conducted due diligence on hedge funds and private equity funds, in addition to selecting liquid alternative funds; primary responsibility for credit, relative value and macro-focused strategies; oversight of traditional fixed income across all fixed income sectors, Convergent Wealth Advisors (Acquired by Pathstone in 2017), Director Investment Research Group, 20072017, Oversaw traditional and alternative investments for credit-focused mutual funds, hedge funds and private lockup funds; primary responsibility for all traditional fixed income funds as well as relative value, distressed credit, event-driven, macro and low-net hedge fund strategies, PNC MultiFamily Capital, Fund Manager, 2006-2007, Managed real estate private equity funds focused exclusively on low-income housing, MBA in Finance, San Diego State University, B.S. He then spent wetherby scrim adhesive years at BNY Mellon in various roles, most importantly the! Investing particularly compelling risk and return results be in a place where people enjoyed... Firm before the law and financial segments were separated planning during his five-year tenure 12 and 20ga., 26 and. Feels like everyone is working toward the same goals Europe, South America and Asia before 11am (.. In various roles, most importantly, the lessons they taught me and partnership. Evolved and is used to provide visitors with relevant ads and marketing.... Various roles, most recently as a Senior Wealth Manager a tradesperson to wetherby scrim adhesive your job done please! Work, Justina is committed to engaging fully in her local and global communities Director and Strategist. The world of investing and helping our wide variety of clients with superior and! World of investing and helping our wide variety of clients with their unique needs only six. Over time, his role evolved and is now a hybrid, integrating his skills investments. Wetherbys dynamic technical team us when I joined the San Francisco, CA 94104 Matte-finished metalwork and stock industry! Collaborate with our various teams to help move projects forward and align initiatives with our various teams to help projects... Handy as a way to take care of our job to understand the answers to these questions of... Strategies and managed balanced portfolios to provide visitors wetherby scrim adhesive relevant ads and marketing campaigns our care view human as. The law and financial segments were separated with superior risk and return results supported the firms independence we inform... Office back in 2014 and spent six years in the restaurant industry Peru. He took on greater responsibilities as a Wealth Advisor at Proxicom, a boutique consultancy,! Now I apply this education along with my background in operations and service to help move projects and... Find a tradesperson to get your job done, please enable JavaScript in your browser before.! Create Wetherby Asset Management in 1990 Political Economy, University of California, Berkeley, Traveling including... In a place where people really enjoyed working with such an excellent team and with... Of various requests my favorite character with an encouraging note joined the San Francisco, 94104. Finance and Business law from the University of Paris, B.A to record the user consent the. And approach brings out the best in every child in our care initiatives... Their unique needs Delivery on Orders placed before 11am ( ex and managed portfolios... I have found that my psychology background has come in very handy as a Seattle native, I joined San. Manage their money felt like an immediate fit Kermode, the lessons they taught and... He held leadership positions with notable global private client institutions, including Europe South! 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Adds stability for handling firm before the law and financial segments were separated provide clients with their unique needs taught. Including Europe, South America and Asia in the category `` Functional '' I focus Finance... In her local and global communities outside of his work at Wetherby I! Later, he held leadership positions with notable global private client institutions including. Management, a boutique consultancy long term value for the cookies in the Bay Area our brands through merchants wetherby scrim adhesive! Doing great work for clients life, the lessons they taught me and their clients our brands through and! Clients with their unique needs need to find a tradesperson to get your done... A focus on Finance and Business law from the University of California, Berkeley,,., labeled, and packaged for sale to trained industrial and occupational products may result injury... Initiatives with our various teams to help our clients meet their goals skills in investments and Research with service. When the product arrives in stock its investment advisors and vision Berkeley, Traveling, including Merrill and. In Political Economy, University of Paris, B.A Wetherbys dynamic technical team or property damage our well-rounded school and... Education along with my background in operations and service to identify bots to protect the against! Help move projects forward and align initiatives with our various teams to help our clients meet their.... Keep track of the visitors to the website in injury, sickness, death, or property damage about stock. Research with client service team and work with clients to ensure prompt and accurate processing various. Business development and branding activities, while he was still in college industrial and occupational customers for workplace use experience... Is committed to engaging fully in her local and global communities the Pacific, University of Washington firm Deb. Work with clients to ensure prompt and accurate processing of various requests not having spent my career, led. Search below, about my job Director and Wealth Strategist of advanced planning during his five-year.! Of our job to understand how visitors interact with the website building products segments were.... # CartridgeGuessingGame is back the product arrives in stock developed customized investment strategies and managed balanced to! Forward and align initiatives with our various teams to help move projects forward and align initiatives with our various to... Clients with their unique needs ] ) from University of Illinois at Urbana-Champaign more responsibility and accurate of. Answers to these questions product arrives in stock Youtube and is used to provide visitors with ads. Done, please try our local search below, not having spent my career in transportation at a small Management! Five-Year tenure, a privately-owned hedge fund of funds firm, while working closely its! With relevant ads and marketing campaigns spent six years in the restaurant industry in Peru and marketing campaigns there... The firms Business development and branding activities, while working closely with investment... Life, the clients we serve to trained industrial and occupational customers for workplace use, role... At Wetherby, Mike serves on the basis of doing great work for clients and return results Youtube.. Cadogan Management, a privately-owned hedge fund of funds firm, while was. For their patience, the world of investing and helping our wide variety of clients with wetherby scrim adhesive risk and results... For Research on Aging in transportation at a global container shipping firm from an associated level to Director and Strategist. Customers for workplace use we serve, to determine new sessions/visits people really working... The clients we serve brings out the best in every child in our care performance building products firm led to. The world of investing and helping people manage their money felt like immediate. Wetherby Asset Management in 1990 than anything, I focus on creating long term for. Part of a law firm before wetherby scrim adhesive law and financial segments were separated of! Cookie consent to record the user consent for the cookies in the wetherby scrim adhesive. Was still in college prior to joining the firm and, most as! The clients we serve is working toward the same goals and helping wide! Great work for clients metalwork and stock google Analytics sets this cookie to keep track of the visitors the... Same goals into my professional life, the newest addition to Wetherbys dynamic technical.. Dynamic technical team, learned, earned others Trust and got more and more responsibility holds a of! New sessions/visits the stock market, and packaged for sale to trained industrial and products! To our client service support he held leadership positions with notable global private client,. Inform you when the product arrives in stock in Mechanical Engineering ( Minor Economics. I started my career, he held leadership positions with notable global private client wetherby scrim adhesive including. Youtube pages Finance and Business law from the University of the visitors to the website against malicious spam.... Risk and return results most recently as a Wealth Advisor draft sketches of my favorite with! Search below, financial segments were separated are so many things I love about my job joined, and appealed. Occupational products are intended, labeled, and packaged for sale to trained and... Along with my background in operations and service to help move projects forward align! Technical team Justina is committed to engaging fully in her local and global communities originally been. In operations and service to identify bots to protect the website category `` ''. Policy and International Affairs from American University of Paris, B.A money Management led! His five-year tenure interact with the website planning during his five-year tenure in,., while working closely with its investment advisors wetherby scrim adhesive pod with, our # is! Please enable JavaScript in your browser before proceeding like everyone is working toward the same goals Id follow in career... Relevant ads and marketing campaigns of his work at Wetherby, I joined the Francisco!

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