Senior Managing Director, Head of Financial and Tax Advisory (National MFO, Chicago)

Managing Director of Private Banking (National MFO, San Diego)

Managing Director of CFO Services (National MFO, Seattle)

Managing Director of Investments (National MFO, San Diego)

Trust and Estates Attorney (Regional MFO Seattle, WA)

Wealth Strategist, (National MFO, Cincinnati, OH)

Managing Director of Client Experience, (National MFO, Seattle)

Managing Director of Private Banking, (National MFO, Seattle)

Regional Director of Investments, (Family Office Investment Firm, Seattle and Boston)

Managing Director, Client Advisor (National MFO, Seattle, WA)

Managing Director of Investments (National MFO, Seattle, WA)

Managing Director of Family Office Advisory (National MFO) Seattle, WA

Tax Manager (Regional MFO, Dallas, TX)

Investments Associate (National MFO, Denver CO)

Estate Planning Tax and Trust Attorney (MFO, Seattle)

Western Region Trust Sales Manager (Delaware-based Trust Company, Orange County, CA)

Regional Managing Director (National MFO, Seattle)

Head of Family Office Practice (Regional CPA Firm, Seattle)

Global Director, Family Office Governance and Education (National Trust Company, Chicago & Los Angeles)

Senior Wealth Advisor (National MFO, Dallas)

Investment Consultant (National MFO, Seattle)

Managing Director of Client Experience (National MFO, San Francisco)

Director of Tax and Estates (UHNW Family Advisory Firm, Los Angeles)