Kiva Boddy
- Trust Operations Administrator, Perkins Coie Trust Company
- Seattle
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Kiva assists in handling the daily processing of securities and ensuring that assets received are booked quickly and accurately. She also oversees cash, wire and ACH transactions.
Kiva has over 25 years of financial services industry experience. In addition, she works with the Investment team in their daily and monthly mutual fund trades, investment returns, and associated research. Kiva also assists with the company's budget and tax filings.
Prior to joining Perkins Coie Trust Company, she was a Client Service Associate at Parametric Portfolio Associates. In this role she assisted a wide range of teams, working with Sales, Portfolio Managers, Billing, Trading, Advisors and custodians (Fidelity, National Financial Services, TDA, Schwab, BONY, Lockwood, Pershing and First Republic). Her previous investment advisory and brokerage industry experience come from RBC Wealth Management, National Securities Corporation and Pacific West Financial Group.
Areas of focus
Services
Education & Credentials
Education
- Seattle University, B.A., Humanities