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Caryn Sanchez Location
Portland, OR, US
Caryn Sanchez Work
2013 -now Investment Analyst @
2012 -2013 Client Service Coordinator and Marketing Program Manager @
2007 -2012 Client Service Coordinator @
2001 -2007 Client Service @ Suriano-Williams Financial Services, Inc.
2001 -2001 Operations Specialist @ Sharebuilder
Caryn Sanchez Education
University of Washington
Caryn Sanchez Skills
Client Services
Investments
Portfolio Management
Retirement
401k
Asset Allocation
Pensions
Analytics
Salesforce.com
Customer Retention
Caryn Sanchez Summary
Caryn Sanchez, based in Portland, OR, US, is currently a Investment Analyst at Multnomah Group, Inc.. Caryn Sanchez brings experience from previous roles at Multnomah Group, Inc., Suriano-Williams Financial Services, Inc. and Sharebuilder. Caryn Sanchez holds a University of Washington. With a robust skill set that includes Client Services, Investments, Portfolio Management, Retirement, 401k and more. Caryn Sanchez has 2 emails and 1 mobile phone numbers on RocketReach.
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