Tristan Pachorek
Private Client Relationship Associate @Brown Advisory
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WORK HISTORY
Private Client Relationship Associate @Brown Advisory
Austin, TX, US
Work closely with the Client Service team and internal partners to provide comprehensive service to clients-Assist in cash management activities including domestic and international fund transfers, monitoring client cash balances, establishing recurring payments, and resolving issues as needed-Prepare documents for client signature including investment agreements and subscription and redemption documentation. Electronic filing of executed documents-Perform general administration including writing and editing correspondence, answering phones, contact data maintenance, etc.
EDUCATION
University of Arizona
Bachelor of Science - BS, Public Health
ABOUT TRISTAN PACHOREK
Private Client Relationship Associate
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