As a Client Services Assistant, Ian gathers all the appropriate client information and assists the clients in filling out the applications and making sure the accounts are open and funded according to the client's specifications. He also assists clients with all of their deposits and withdrawals from their securities accounts He updates the clients on a weekly bases on the progress in their new account applications.
Ian is currently pursuing a bachelor's degree in Finance at Oregon State University.
Ian has experience working in multiple assistant roles, including an Executive Secretary and Legal Assistant.
He has been with Sterling since the Fall of 2021.
Ian enjoys mountain biking, hiking on trails, and visiting local coffee shops.