Wealth Practice Coordinator
Joli Parks
Aldrich Wealth LP
Joli's EXPERTISE
- Scheduling & meeting planning
- Travel arrangements
- C-Level Executive Assistant
Joli has 24 years of administrative experience working directly with C-level executives, senior managers, employees, and vendors. Joli joined Aldrich Wealth in the spring of 2021 and leans on her financial services experience to provide a wide breadth of knowledge when it comes to keeping a business running.
Joli has a high degree of organization, scheduling meetings, making travel arrangements, and is the keeper of keys for Aldrich Wealth.
In her spare time Joli volunteers her time with the Oregon Food Bank and enjoys spending time with her mom, light strolls with her dog, and exploring new crafting classes.
