Elizabeth is skilled at streamlining systems and navigating complex situations. A tenacious problem solver, she builds strong collaborative relationships with clients in her role as client services manager. She processes client requests, resolves client inquiries, and helps the team assist clients in pursuing their goals for financial well-being.
Elizabeth started working in the financial services industry in 2012, supporting clients’ needs and delivering quality service. She joined Concurrent Advisors in 2023 along with Columbia Associates Financial Group. Prior to that, she worked as a Client Services Manager with Raymond James and LPL Financial while at Columbia Associates Financial Group. Her background also includes operations and client services roles at Middleton & Company and Limoges Investment Management.
Elizabeth started her career in advertising and design at Wells, Rich, Greene advertising agency in New York, where she worked on the IBM account. She went on to work at PC World Magazine and later MAC World Magazine in San Francisco.
Elizabeth earned a bachelor’s degree from Sarah Lawrence College, in Bronxville, New York, and is an advocate for Friends of Trees in Vancouver, Washington, and Portland, Oregon. She is from Berkeley, California, and currently lives in Vancouver with her husband, Matthew. When she’s away from the office, she enjoys traveling, exploring the wonderful Pacific Northwest, and spending time with her family and rambunctious dachshunds.