Sign In
Get Clay Free →

Suggestions

    Courtney Roberts

    Project Manager at Wealthspire Advisors

    Courtney Roberts is a Project Manager at Wealthspire Advisors, based in their Seattle office. She is known for her strong focus on customer service, which she applies to all aspects of her professional life. In her role, she is involved in various project management tasks that support the firm's financial advisory services.134

    Roberts has participated in significant events, such as the Worth Cities Summit 2023, where she engaged with thought leaders and entrepreneurs to discuss community development and urban growth.2 Her educational background includes studies at the University of Washington, further enhancing her expertise in financial services and project management.4

    Related Questions

    What are Courtney Roberts' main responsibilities as a project manager at Wealthspire Advisors?
    How long has Courtney Roberts been with Wealthspire Advisors?
    What specific projects has Courtney Roberts managed at Wealthspire Advisors?
    Can you provide examples of Courtney Roberts' achievements at Wealthspire Advisors?
    What is Courtney Roberts' educational background?
    Courtney Roberts
    Courtney Roberts, photo 1
    Courtney Roberts, photo 2
    Get intro to Courtney
    Add to my network

    Location

    Greater Seattle Area