Carrie Hepburn's Location
Portland, OR, US
Carrie Hepburn's Work
- Principal, Co-Founder @ Zuna
- Director of Client Services @ Heintzberger | Payne
- Director of Defined Contribution Services @ Heintzberger | Payne
- Conversion Manager @ Heintzberger | Payne
- Lead Dispatcher @ Lewis & Clark College
Carrie Hepburn's Education
- Portland Community College1996 - 2003
Carrie Hepburn's Skills
- 401k
- Investments
- Retirement
- Investment Advisory
- Microsoft Office
- Retirement Planning
- Financial Services
- Asset Allocation
- Financial Planning
- Budgets
Carrie Hepburn's Summary
Carrie Hepburn, based in Portland, OR, US, is currently a Principal, Co-Founder at ZUNA, bringing experience from previous roles at Northwest Capital Management, Inc., Northwest Capital Management, Inc. dba Heintzberger | Payne and Lewis & Clark College. Carrie Hepburn holds a 1996 - 2003 Portland Community College. With a robust skill set that includes 401k, Investments, Retirement, Investment Advisory, Microsoft Office and more, Carrie Hepburn contributes valuable insights to the industry. Carrie Hepburn has 5 emails and 1 mobile phone number on RocketReach.
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