As a recent graduate of CU Boulder and the Leeds School of Business, Eleni majored in Business Administration with an emphasis in finance and operations management. She joined our team after graduation in May 2019, after spending much of 2018 as a Wealth Management Intern for Wambolt & Associates. Her knowledge of portfolio management and financial planning blossomed and we are thrilled to have her as part of our team.
Eleni loves being able to take the stress off of our clients about their finances, and educating them so they have confidence in their financial goals and future. Finances can be complicated and Eleni is an expert at turning complicated plans into simple terms for our clients.
When she wasn’t in the business school, Eleni spent her college career as a cheerleader at the University of Colorado. She is passionate about fitness and staying active. Her family is from Greece which has given Eleni the travel bug. She has been to 20 countries and 5 continents. A highlight of her college career was studying abroad in Florence, Italy. Also, she loves dogs!
University of Colorado at Boulder – Leads School of Business, Boulder, CO / Bachelor of Science, Business Administration – Emphasis in Finance and Operations Management with Global Business Certificate
Series 65 securities license