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Client Service Associate

Petra Ljubic-Lane

Professional Background

Petra is a Client Service Associate at Columbia Pacific Wealth Management who specializes in the back office support of nonprofit organizations, trusts, families and individuals. Prior to joining the firm, Petra worked for the Private Client Services division of Kibble & Prentice. In her home country of Slovenia, she worked with commercial clients as a Corporate Trader and Liquidity Manager at the Bank of Austria. Petra has a certificate in Personal Financial Planning from UCLA.

About

Petra graduated from the University of Ljubljana with a degree in business. She speaks three languages fluently and enjoys traveling, Pilates, and spending time with her family.

Influencer

"The size of your dreams must always exceed your capacity to achieve them. If your dreams do not scare you, they are not big enough."

– Ellen Johnson Sirleaf