Chelsea Diamond, ChFC®

Chelsea Diamond is a senior client relationship associate at West Bearing Investments, based in Portland, OR. She joined the firm in 2018 and works closely with the clients of portfolio manager, Charissa Anderson. In her role, she assists clients through transferring and distributing assets, generating tax information, distributing performance reports, setting up new accounts and handling special requests. Chelsea is also a shareholder of the firm.

Prior to joining West Bearing, Chelsea worked in various client-facing and administrative roles at TIAA, Wedbush Securities and Edward Jones Investments. She earned her B.A. in business and communications from Eastern Oregon University.

Education and Designations:

• ChFC® (Chartered Financial Consultant®)
• Bachelor of Arts in Business and Communications, Eastern Oregon University