About
Garrett is a Relationship Manager providing wealth management and investment services to clients in his hometown of Vancouver and the Portland areas. He has nine years of experience in private banking and wealth management, during which he has worked with high-net-worth individuals, worked with advisors to provide cash management advice and lending solutions, and helped manage a $1 billion loan portfolio. Garrett also brings vast experience in client management and customer service.
He holds a bachelor’s degree in organizational management from Ashford University and a master’s degree in finance from the University of Arizona.
Areas of Expertise
- High net worth.
- Financial planning.
Community Involvement
- Board member – Journey Theater.