What is your role at PMX?
As a Partner Relationship Specialist, my role is centered around building and maintaining strong relationships with our advisory partners. I work closely with financial advisers and their teams to ensure they are well supported in using PortfolioMetrix’s investment solutions, tools and resources effectively.
A key part of my role involves providing ongoing support, sharing relevant fund and portfolio information, coordinating training, and helping partners navigate our systems and processes. I also act as a link between our partners and the broader PortfolioMetrix team to ensure that feedback, challenges, and opportunities are communicated clearly and addressed effectively.
What attracted you to PMX?
I was attracted to PortfolioMetrix because of its strong investment-led culture, adviser-focused approach, and commitment to helping advisers deliver better client outcomes.
What keeps you motivated?
What keeps me motivated is the opportunity to keep learning, build meaningful relationships, solve problems, and add value every day through my CFP designation.
What do you enjoy doing outside of work?
Outside of work, I enjoy spending quality time with family and friends, going on road trips, staying active through hiking and gym, and trying new recipes.
Why do you stay at PMX?
What I like most about PortfolioMetrix is the people and the culture. There is a strong sense of teamwork, support, and shared purpose, and I enjoy being part of a team that is passionate about delivering excellent outcomes for our partners and their clients.
