As a Relationship Manager, I am responsible for coordinating all financial and lifestyle matters that pertain to client accounts. My job involves working closely with Bristlecone Advisors' client custodian, Charles Schwab & Co., Inc., and with our Portfolio Managers to support the preparation of account performance and tax reports for clients. I began my financial services career in 2004 as a Personal Banker at Bank of America, and later transitioned to their Private Wealth Management division, US Trust, where I worked with high net worth individuals and their families. I joined Bristlecone Advisors in 2010.