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Finance Operations Associate

Lauren Small

Professional Background

As a Finance Operations Associate, Lauren works closely with our advisors and management team by governing advisor billing and internal finance processes. When collaborating with our Columbia Pacific Advisor team, Lauren administers operational and compliance-related initiatives. Prior to onboarding with CPWM, she was an Accountant for a local Investment Advisory Broker, KMS Financial Services. Lauren holds a Master’s degree with concentration in Accounting, and is knowledgeable in cultural adaptation from studying International Business and French in Paris, France.

About

Born and raised in West Seattle, Lauren graduated from Washington State University to attain a BA in Accounting. In her free time, Lauren enjoys yoga, skiing, traveling/sight-seeing, and spending time with friends and family.

Influencer

“Everything is either an opportunity to grow or an obstacle to keep you from growing. You get to choose.”

– Wayne Dyer