In her role as an Operations Associate at CWM, Sophie brings with her a robust educational background and years of experience in the finance industry. She holds a Master of Business Administration with a concentration in Executive Leadership from the University of Denver and an undergraduate degree in Economics and Evolutionary Biology and Ecology from the University of Colorado, Boulder. She has a diverse background in the industry having gained valuable experience in various sectors including municipal bonds, mutual funds, broker-dealer services, and registered investment advisory client management.
Prior to joining CWM, Sophie dedicated herself to wealth management, where she forged enduring client relationships. Her commitment to fostering genuine care and delivering top-tier services made CWM a natural career choice for her. Within the company, Sophie serves a versatile role, applying her skills across many facets of the organization. Her eagerness to comprehensively understand the company's operations fuels her drive for continuous growth.
Outside of Work
Outside of the office, Sophie is embracing her recent move from Denver to Washington, eagerly exploring the Pacific Northwest and its myriad outdoor treasures. Her personal interests align perfectly with her new environment, as she enjoys skiing, hiking, camping, and paddleboarding, often accompanied by her loyal and adorable Australian Shepherd dog, Sky.
Designations/Certifications
- Series 7
- Series 66
- Master of Business Administration
A purposeful life thrives on nurturing and empowering others to embrace their fullest and most authentic selves.
We're Here To Help
Schedule a complimentary, introductory phone call to find out how our team can partner with you to pursue your goals.