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Marjan  Mahdavi

Marjan Mahdavi

Client Relationship Manager

As a Client Relationship Manager, Marjan is adapt at fostering genuine, long-term relationships and specializes in delivering exceptional, client-focused service to meet the complex needs of individuals and their families.

With over 10 years of experience in the banking industry and wealth management, she has aided advisors' in implementing their financial strategies, provided assistance on measuring clients’ cash flow needs, and developing and maintaining relationships with a diverse client base.

Marjan is a graduate of the University of Washington Foster school of business, with a dual bachelor’s degree in Business Administration, Marketing and Management. Outside of her professional pursuits, she enjoys engaging in various DIY home arts and craft projects. She also has a passion for exploring new cuisines, attending live concerts, and listening to podcasts.