Today we welcomed a new addition to our firm. Beth Brown Craven has assumed responsibilities of serving as executive assistant to Principal and CEO Jim Rudd. With over 20 years of experience in the financial services industry, Brown Craven brings a deep understanding of client service and knowledge of transaction requests, reporting and the technology used to manage accounts. Craven was born and raised in Portland, Oregon, and completed her B.S. from the University of Santa Clara. She has two teenage daughters, enjoys tennis and fine merlot.
Lori Ferraro served as Rudd’s assistant for eight years. She continues to be employed at the firm, serving in a support role to the executive assistant team. She is working part-time to spend more of her week with her two young sons.