Evan Bermensolo

Data Reconciliation Analyst

About Me

Growing up, I found myself observing the different financial decisions of those around me. I witnessed how people were able to change their lives for the better through proper management of their finances. This encouraged me to devote more time to developing my knowledge of the financial system. I had a long-term goal of using that knowledge as a tool to help others make the most of their situations.

I am focused on providing accurate reconciliation for our clients, which means having an eye for detail. In the past, I’ve been responsible for the reconciliation of a large number of diversified investment accounts for a subset of international corporations. I’m excited to use my knowledge in combination with my reconciliation skills to better serve our clients.

When I got the opportunity to work for Caprock, I was immediately excited to be part of a team that is passionate about serving clients. I enjoy getting to work with a team that supports one another in the pursuit of providing the best wealth management service possible. 

Joined Caprock

2024

Location

Boise

Education

B.S. in Finance and Accounting

Interests

Golfing, skiing, and fishing with friends and family

LinkedIn Icon

Pin It on Pinterest