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Client and Corporate Services

Biography

Aubrey is a Senior Associate Salesforce Administrator for Cerity Partners’ Client and Corporate Services team, based remotely in Madison, WI.

Prior to joining Cerity Partners, Aubrey worked for Health Catalyst as a Sales Operations and Applications Analyst and Healthfinch as a Business Operations Analyst. In addition to her work in the Salesforce ecosystem, Aubrey has been on the faculty at several institutions teaching courses in Communication Studies and held various roles at software companies in Customer Success.

Education

  • Bachelor’s degree in Communication, Ripon College
  • Master of Arts in Communication Studies, Colorado State University

Q & A

Q:

What do you do in your personal life that helps you help your clients?

I love to be outside: hiking, camping, riding my bicycle, and kayaking. My favorite outdoor activity is sea kayaking, which involves paddling in large open bodies of water, like the Apostle Islands of Lake Superior. A key aspect of all of these activities, especially sea kayaking, is continual risk assessment and management. Kayakers need to be thinking about what could go wrong and how to mitigate the risk of those things happening. As a Salesforce administrator, I've adopted this mentality to make technical changes in the platform.

Was there a specific incident in your life that made it clear you were made for this career?

As an undergraduate, I worked in cataloging at our campus library and enjoyed the technical aspects of organizing books and information. After finishing my education, I was working at a startup in Customer Success and they needed someone to administer the Salesforce instance, so I volunteered. I realized that being a Salesforce Administrator was very similar to the work I loved in the library and pivoted my career.

What should your clients know the most about you?

I'm an educator by training, so I always hope that you learn something new about Salesforce when we meet. I'm also a huge animal lover - if your pet shows up during our call, of course I want to see them and say hi!

What differentiates Cerity Partners from other firms in our space?

At a lot of other companies, the Salesforce team is part of sales, operations, or marketing. Our Salesforce team is part of the larger technology team, which helps us integrate the Salesforce platform with the rest of the technology used by the firm. It may not be a noticeable difference outside our team, but it makes a huge difference to us!

How would you describe your best day doing what you do?

A good day is a nice balance of working with our end users, collaboratively solving technical problems with the Salesforce team, and time to put my head down and focus on solo work. I work remotely and one of the highlights of my day is taking my dog Mo out around mid-afternoon for a walk and a biscuit from my building's front office. He's good about reminding me to take a break!

Meet Our  Client and Corporate Services Colleagues

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Andrew Adams

Senior Associate

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Nikolai Arutiunov

Senior Associate

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Aleem Baksh

Senior Associate

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Amy Banker, AIF®

Principal

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Michaela Barnum

Senior Associate

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Ryan Berger

Associate

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Alicia Boggio-Hair

Associate

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Marie Del Bove

Principal

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Jen Bowen

Senior Associate

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Abrielle Bradley

Senior Associate

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Gillian Brand

Associate

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Manny Bratta

Principal

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Gerard Burke

Senior Associate

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Jeff Bushman

Senior Associate

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Lynda Castellano

Partner

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Yanming Chen

Associate

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Whitney Clark

Senior Associate

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Miryam Cohen

Senior Associate

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John Cook

Principal & Director of Human Resources

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Nataliya Crouse

Senior Associate

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Kimberly Crowley

Partner

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Kimberly Duran

Associate

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Liza EsselSagoe

Senior Associate

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Ini Etuk

Senior Associate

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Stuart Evans

Principal & Chief Compliance Officer

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Scott Finn

Senior Associate

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Mitch Gelkopf

Principal

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Nick Gerber

Principal

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David Gimpel

Principal

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Erika Gunbeyi

Senior Associate

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Brad Gutzler

Senior Associate

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Michael Harano

Principal

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Reggie Hopton

Associate

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William Horner

Principal

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Michèle Hurley

Principal

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Teppo Jaakkola

Senior Associate

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Arlene James

Principal

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Will Johnson

Principal

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Zoe Kreca, CFP®

Senior Associate

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Eric Kuehl

Partner

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Rebecca LaPlant

Senior Associate

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Jillian Laughlin

Associate

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Brian Lee

Associate

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Amy Lin

Senior Associate

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Winky Liu

Principal

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Ben Lomazow

Principal

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Stefan Ludlow

Principal & Director of Technology

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Jacqueline Martin

Associate

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Matt McGinn

Principal

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Jessica Mendoza

Senior Associate

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Ana Mojica

Senior Associate

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Shelley Newham

Principal

Geoffrey Newman, CPA

Principal

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Sebastian Ottaplakal

Associate

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Krissi Paczolt, CPA

Principal

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Aydan Panahova

Associate

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Andrea Castillo Pena

Associate

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Brittany Peyser

Principal

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Peg Pike

Partner

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Kate Polyte

Associate

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Derrick Poon

Senior Associate

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Kristen Potter

Principal

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Nancy Renshaw

Principal

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Jack Riehemann, CFA

Senior Associate

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Sawyer Rothmann

Associate

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Jeanette Ruvalcaba

Senior Associate

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Kamil Said

Senior Associate

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Sarah Saites

Senior Associate

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Sarah Santoro

Senior Associate

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Nicole Scaffidi

Senior Associate

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Robert Schwagerl, CMT, CFTe

Principal

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Kirsten Shaw

Senior Associate

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Michelle Simek

Associate

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Carley Skidmore

Senior Associate

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Matt Stazzone

Principal

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Matt Tassell

Associate

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Madeleine Thomas

Senior Associate

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Alexa Thorson

Associate

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Zack Trygstad

Principal

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Carmen Tu

Senior Associate

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Valerie Weinfeld

Senior Associate

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Ashley Williams

Senior Associate

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Heidi Wilson

Associate

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