Wetherby Asset Management
Vivian Rodas is a Client Associate at Laird Norton Wetherby since November 2022, with prior experience in healthcare, real estate, and marketing. At Kaiser Permanente, Vivian implemented a new application tool for patient feedback, developed training materials to streamline onboarding, and launched a food truck marketing program, leading to a significant sales increase. Vivian's internships include operations support and marketing roles at Delia Real Estate Group, where a social media content calendar was designed, and at The Xpertainment Group, which contributed to measurable growth in social media engagement. Academic achievements at the University of California, Davis include a top case competition award and significant contributions to membership growth in the Economics and Business Student Association. Vivian's diverse experience is complemented by customer service and administrative roles during a tenure at Target and a position as an Administrative Assistant with BACR.
Wetherby Asset Management
Wetherby Asset Management provides sophisticated investment advice and comprehensive wealth planning for families and individuals with significant wealth. As an independent advisory firm we offer objective, unbiased and thoughtful financial counsel centered on each client’s unique needs and priorities. As of January 2022, our firm has joined forces with the highly regarded Seattle-based Laird Norton Wealth Management, expanding our expertise in a variety of wealth management disciplines. Please see https://wetherby.com/disclosures/ for important disclosures.