With concentrations in finance and international business, Vercio graduated from Seattle Pacific University in 2012 with a bachelor’s degree in business and economics. She studied finance and volunteered in China in 2010 and served as a financial analyst intern with Morgan Stanley Smith Barney. In addition, Vercio was a founding member of the student investment club at Seattle Pacific, and she is currently a candidate in the Certified Financial Planner (CFP) program.
Vercio’s specific role at Synergetic Financial Management, LLC includes analyzing equity and fixed income investments for the firm’s client portfolio, valued in excess of $100 million. She will also perform analyses on individual client financial positions and make recommendations as part of a comprehensive financial plan.
“As a boutique wealth management firm, we recruit talented analysts with a strong sense of customer service and experience with international finance. Katie is a great addition to our team,” said Joe Maas, president and CEO of Synergetic Financial Management, LLC. “Our clients, here and abroad, will benefit from Katie’s overall enthusiasm and dedication to putting our clients’ needs first.”
For more information about Vercio or the Seattle firm’s financial planning, wealth management, business valuation, consulting or M&A services, please contact Synergetic Financial Management, LLC at 206-386-5455 or visit the firm online at http://SynergeticFinance.com or http://SynergeticFinance.com/
About Synergetic Financial Management, LLC
Based in Seattle, Synergetic Financial Management, LLC is an integrated financial services firm specializing in Financial Management, Business Valuation and Consulting, and Mergers and Acquisitions including commercial real estate investments. Founded by Registered Investment Advisor Joseph Maas, CFA, AVA, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, CWPP, Synergetic Financial Management, LLC works with individuals and mid-sized and large businesses to manage their financial portfolios, streamline operations, plan for future growth and potential sale, mergers and acquisitions and more. In addition to offering its services directly to businesses, the financial experts at Synergetic Financial Management, LLC educate the business community through classes, workshops and speaking engagements.