About
Naomi
Naomi is an integral member of the Focus Partners team, working alongside Client Service Specialists and Managers as well as Wealth Advisors to respond to client requests and assist with administrative tasks for clients.
Naomi has three years of experience in the financial services industry, having previously served as a Student Financial Assistant at her alma mater, Colorado State University. In that role, she created and maintained budgets for multiple university departments such as Orientation and Transition Programs, Key Communities, and Advising for Exploratory Studies.
Outside of the office, Naomi loves to travel, ski, snowboard, learn new languages, and spend time with family and friends.
Education and Professional Milestones
-Colorado State University - bachelor’s degree in business administration with double concentrations in financial planning and accounting
Naomi is an integral member of the Focus Partners team, working alongside Client Service Specialists and Managers as well as Wealth Advisors to respond to client requests and assist with administrative tasks for clients.
Naomi has three years of experience in the financial services industry, having previously served as a Student Financial Assistant at her alma mater, Colorado State University. In that role, she created and maintained budgets for multiple university departments such as Orientation and Transition Programs, Key Communities, and Advising for Exploratory Studies.
Outside of the office, Naomi loves to travel, ski, snowboard, learn new languages, and spend time with family and friends.
Education and Professional Milestones
-Colorado State University - bachelor’s degree in business administration with double concentrations in financial planning and accounting