Wendy Maroun

Associate

Wendy is an Associate in the Robertson Stephens Portland office. Wendy brings more than 25 years of experience to the operations role.

Prior to Robertson Stephens, Wendy was a Senior Client Service Specialist at Rain Capital. She was charged with managing the daily operations of all client accounts and interacting with service providers. She was also the primary liaison between clients and custodians, administrators, financial institutions, and investment managers / partnerships. Her duties included responding to client service requests such as money transfers, account transfers, trade requests and reconciliation, as well as monitoring client cash needs, setting up new accounts and quarterly reporting.

Previously, Wendy was a Portfolio Administrator for the Wealth Management practice at Arnerich Massena. At Pacific Investment Advisors, she led the operations function for the firm. She started her career at Smith Barney, where she was a Client Service Assistant and focused on 401(k) clientele.

Wendy holds a B.S. in Marketing from Northern Michigan University. She loves spending time at the beach and taking long walks in nature.

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