BOBBY KOMREK
CLIENT SERVICE ADMINISTRATOR
Bobby is a Client Service Administrator at Cordant Wealth Partners. He oversees the day-to-day operations and administration for client accounts. Bobby enjoys getting to know Cordant's clients and working closely with them to ensure their requests and questions are resolved.
Prior to joining Cordant in 2022, Bobby acquired over 9 years of experience working as an Operations Associate and Mutual Fund Reconciliation Associate for various Finance companies in both Florida and Oregon. Bobby has a Bachelor of Science degree in Psychology from the University of Florida.
"If you have everything prepared, the rest will take care of itself." - Marv Levy
My Role on the Cordant Team
My favorite part of being a Client Service Administrator is being part of a team that is driven and passionate about seeing their clients achieve financial success. I understand the value of both our advisors' and clients' time, and enjoy being able to streamline and simplify the day-to-day tasks that help make our clients' financial goals a reality. One of Cordant's Core Values is "Stay Curious"; embodying this value helps me to focus on new ways that I can add value not only to our team of advisors but also to aid in the success of our clients.
As a Client Service Administrator at Cordant, most days you will find me:
- Coordinating with clients, prospects, and professionals to schedule meetings and gather information for keeping client plans up-to-date
- Facilitating account openings and asset transfers
- Monitoring and maintaining account data and connections in our systems
- Reaching out to clients and following-up on account-related action items
When not at work, I enjoy spending time exploring the PNW with friends having just moved to Vancouver, WA in 2020 from Tarpon Springs, Florida. You can usually find me exploring breweries, attending a Timbers or Winterhawks game, attempting to ski at Mt. Hood or even venturing out to the Oregon coast for the day. However, during football season you will find me cheering on my favorite football team, the Buffalo Bills. Let’s Go Buffalo!
