Client Service Analyst
With over 20 years of financial industry experience, Karen enthusiastically brings her passion for building strong and lasting relationships to her role as a Client Service Analyst. Utilizing her extensive background in portfolio management, Karen partners with advisors to develop and implement financial plans and investment strategies, coordinate account administration activities, and prepare analysis, scenarios and reports in order to help our clients meet their goals.
Karen joins Trellis after spending four years as a Private Client and Small Business Banker with Chase Bank on Vashon Island. Other industry experience includes working as the Senior Portfolio Manager of US Trust – Bank of America Private Wealth Management, the Global Investment Specialist at JP Morgan Private Bank, and a Portfolio Manager at Wilmington Trust.
Karen holds a Bachelor of Science in Management Information Systems from the University of Florida and a Bachelor of Science in Finance from Florida Atlantic University. When not at Trellis, Karen enjoys gardening, home renovation projects, and spending time with her seven animals. Karen is based out of our Seattle office.