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Monica Mathre

Senior Associate

    Monica is a Senior Associate on the Capital Markets Team at Pathstone’s Bellevue, WA office. She has worked in finance for over ten years, with the last five years spent in private wealth management. She has extensive experience in client relationship management and is responsible for being a point of contact for the client advisory teams assisting with many operational tasks and other ad hoc projects.

    While at Cornerstone Advisors, Monica served as a lead to the Client Management Administration Team providing leadership, support, and training to new and existing employees. She also worked closely with the client management teams to provide ongoing support and was responsible for account administration, money movements, new client onboarding, and assisting with the servicing and maintenance of client relationships.

    Prior to joining Pathstone, Monica spent four years at First Tech Federal Credit Union on Microsoft’s main campus where she helped open and maintain accounts for Microsoft employees, including executives, new hires, and high net worth individuals.

    Monica received a Bachelor of Arts in Broadcast & Electronic Media from Gonzaga University. She has been a notary public in WA for the last ten years. In her spare time, Monica enjoys spending quality time with her husband and son and their nearby families. She can also be found cheering on her favorite teams, the Seattle Sounders and Gonzaga Bulldogs.

    Group

    Investment Operations

    Office

    Bellevue, WA

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    Monica is a Senior Associate on the Capital Markets Team at Pathstone’s Bellevue, WA office. She has worked in finance for over ten years, with the last five years spent in private wealth management. She has extensive experience in client relationship management and is responsible for being a point of contact for the client advisory teams assisting with many operational tasks and other ad hoc projects.

    While at Cornerstone Advisors, Monica served as a lead to the Client Management Administration Team providing leadership, support, and training to new and existing employees. She also worked closely with the client management teams to provide ongoing support and was responsible for account administration, money movements, new client onboarding, and assisting with the servicing and maintenance of client relationships.

    Prior to joining Pathstone, Monica spent four years at First Tech Federal Credit Union on Microsoft’s main campus where she helped open and maintain accounts for Microsoft employees, including executives, new hires, and high net worth individuals.

    Monica received a Bachelor of Arts in Broadcast & Electronic Media from Gonzaga University. She has been a notary public in WA for the last ten years. In her spare time, Monica enjoys spending quality time with her husband and son and their nearby families. She can also be found cheering on her favorite teams, the Seattle Sounders and Gonzaga Bulldogs.