Job Title: Controller
Company: Zevenbergen Capital Investments, LLC
Industry: Investment Management
Mentor Since: Fall 2021
Will Mentor: Graduate Students, Undergrad Students
profile

Job Description

I’m the firm’s controller, so I primarily work with company financials. I prepare financial statements, and work with vendors and employees who need to purchase products or services. But, like everyone else, I wear many hats and assist heavily in our compliance functions.

Company Description

Zevenbergen Capital Investments LLC is an SEC registered investment adviser specializing in managing high-conviction growth equity strategies.

Employment History

Prior to joining ZCI, I worked as a Business Assurance Manager at Moss Adams LLP where she oversaw financial statement audit engagements primarily for privately and publicly held technology companies.

Education

I received a BA in Business Administration with an emphasis in Accounting and a Master of Professional Accountancy at Seattle University. I am a CPA and a member of the AICPA®.

Mentoring Objectives & Scope

I'd like to develop a trusting relationship with my mentee where they can bring any topic of discussion to the table.

When and where do you hold meetings with your students?

I am flexible and willing to have coffee meetings or meetings over Zoom.