I have been playing guitar since elementary school and recently started playing acoustic sets around Boise to provide entertainment at various events.
One of my favorite places is Safeco Field watching the Mariners play!
The analytical problem-solving involved with portfolio management draws me to operations within wealth management. There is something very satisfying about solving issues before they arise.
My proudest accomplishment is becoming the first member of my family to graduate college. This was a goal of mine from an early age and has proven its worth in my short career.
For Karaoke night, I would (and often do) sing “Friends in Low Places” by Garth Brooks.
Background:
Prior to joining Caprock’s Operations Team, CJ worked for a financial technology firm specializing in portfolio reconciliation and reporting. He brings several years of experience in portfolio performance auditing, along with technology implementation project management. A Boise State University Alumni, he holds a BBA in Finance and BS in Criminal Justice. Currently, he is responsible for data aggregation and reconciliation within the firm.