Haley Lundeby is a finance professional with experience in portfolio analysis, financial representation, and client relationship management. At Barker Capital Management Group, Lundeby conducted market research and implemented risk management strategies for a $500,000 portfolio. During time at Northwestern Mutual, Lundeby enhanced organizational strategies and client communication. At Vanguard, Lundeby served as a High Net Worth & Advice Resolution Specialist, leading a team to address client account issues and organizing educational networking events. Educational achievements include graduating as valedictorian from Lakeland Senior High School, earning a Bachelor’s Degree in Finance from the University of Idaho with a GPA of 3.65, and completing a Spanish program at Universidad del País Vasco with a GPA of 3.5.
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