4
Years
Total Experience
Education:
Bachelor of Science in Finance from the W.P. Carey School of Business at Arizona State University
As a Client Associate on the Wealth Management team, Seth provides proactive input and support to advisors, planners, and clients alike, performing research and analysis, providing financial planning input, and assisting with compliance, trading, and other operational tasks. Prior to joining REDW, Seth gained valuable experience with a firm specializing in retirement planning, benefits, and data transfer, which he used first in his role as an Audit Associate to test and analyze financial data and reports.