Kaleb StrawnClient Service Associate
Office: (425) 467-1011 Ext. 202
Enhancing the foundation of client service
As Client Service Associate, Kaleb is assisting in the integration process of Avier’s new portfolio management software. Kaleb is working diligently to ensure that Avier’s new software is innovative and customizable, which allows for greater efficiency and streamlined business processes and thus a more enjoyable and personal experience for clients. Working on the implementation process allows Kaleb to understand and learn all aspects of the financial planning industry.
Having moved a number of times growing up, Kaleb is glad he can call the Pacific Northwest home. Whether it’s a trip to the Olympic Peninsula or a climb up Rattlesnake, Kaleb enjoys all of what the area has to offer. During the summer months, Kaleb can be found waterskiing, barbecuing or checking out local concerts with his friends and family.
Bachelor of Arts in Business Administration – Finance and Economics, Cum Laude, Saint Martin’s University