SPOTLIGHT Interview

 

What is your role at CAISSA? (i.e. How would you explain your job to someone new to financial services?)

I am an Operations Specialist, which means I have the pleasure of assisting clients and the CAISSA team with administrative account-related details and facilitating office operations. It’s like being an office mom who assists with paperwork, managing project deadlines, and doing research to help make things work smoothly.

 

What gets you excited about your work?

Helping clients and team members be successful with their goals and knowledge growth.

 

Why financial services?

Being financially prepared makes such a big impact in so many facets of life. I love being a part of helping clients with highly personalized financial plans.

 

How do you pass the time when you’re not in the office?

Hanging out with friends, spending time with my boyfriend (Matt), doing music (singing/concerts/playing/writing), doing art (painting or drawing), being outdoors (hiking is my favorite), and tackling house projects.

 

 

What’s a fun fact about you many people may not know?

I get stupidly excited when something is color-coded really well. Also, I’ve swum with sharks!

 

Where’s your favorite place in the world?

A camping tent in the Wyoming desert in the summer.

 

If you could choose anyone, who would you pick as your mentor?

Atticus Finch or Albus Dumbledore

 

If you could meet anyone in the world, dead or alive, who would it be and why?

Margaret Mead. It would be really interesting to discuss her research directly with her and have theoretical debates regarding her findings.

 

What was your first or weirdest job?

First and weirdest was picking dandelions as a kid. The house I grew up in had a fairly large backyard, and my parents didn’t have the time to pull the backyard weeds as often as what is required to keep the dandelion hoards at bay. So my parents would pay my siblings and me $0.01 for every two dandelion heads we picked (in the assumption that if the dandelion heads were picked before the seeds disbursed themselves, it would mitigate the reproduction rate to a more manageable de-weeding level at a very affordable cost that also kept us busy outside in the summers).

 

What’s your favorite indoor/outdoor activity?

Indoor = house projects, games, or art. Outdoor = hiking.

 

What is the first concert you attended?

ODESZA.

 

You are being taken to dinner. Do you go classic American or fine dining? And where?

It depends on the purpose of the dinner. If celebratory or business, then fine dining. If just spending time with friends or while traveling, then classic American. I tend to value how the food tastes, the company I am with, and if it is a really cool experience to eat there (location/theme or restaurants with business models that reflect my interests/passions), more-so than the exclusivity and attention to detail/server attentiveness that fine dining often provides.

 

What tv show/movie are you ashamed to admit you love?

Miss Congeniality.