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Client Service Associate

Millisa Newberg

Professional Background

Millisa is a Client Service Associate, collaborating with our advisors to support the needs of our clients. Prior to joining CPWM, Millisa worked as a Product Support Specialist at Columbia Bank, where she processed and sold commercial credit cards. She also spent three months interning with J-Financial in The Republic of Gambia, West Africa.

About

Born and raised in Kent, Millisa graduated from the University of Washington Milgard School of Business with a bachelor of arts in finance and a minor in economics. Outside of work, Millisa enjoys riding and competing with her horse (Gunner), shopping locally, fishing, hunting, hiking, snowmobiling, and traveling.

Influencer

“The best preparation for tomorrow is doing your best today.”

– H. Jackson Brown Jr.