McKenna Marshall
Relationship Manager
- Role
- Relationship Manager at Traveka Wealth
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About McKenna Marshall
I am a highly motivated individual with a strong competitive spirit and a passion for…
Experience
Relationship Manager
May 2025 — Present · Los Altos, CA, US
Traveka Wealth is an independent registered investment advisor firm providing customized wealth management solutions for successful individuals and families. Situated in the heart of Silicon Valley, we specialize in tax, equity compensation, and financial planning matters facing professionals whose lives and careers havebeen shaped by the technology sector.
Education
Gonzaga University
Bachelor of Business Administration - BBA, Entrepreneurship and Innovation
2021 — 2022
Gonzaga University
Master of Business Administration - MBA
University of San Francisco
Bachelor of Business Administration - BBA, Entrepreneurship and Innovation
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