As the Investor Relations Manager, Andrea is responsible for overseeing the alternative investment process for all CPWM clients, including initial tracking, preparation of fund paperwork, and execution of fund purchases. Andrea works closely with our client service teams to troubleshoot any issues that may arise and help provide a smooth investment process for all clients. In addition to overseeing the alternative investment process, Andrea maintains and ensures the accuracy of our financial reporting systems and investor portal.
Andrea grew up in the Seattle area and graduated from the University of Washington (GO DAWGS!). Outside of work, she spends quality time with her friends and family enjoying everything the PNW has to offer.
“The only place where success comes before work is in the dictionary.”