Controller

Alexa Parker, CPA

Compliance & Business Administration Team

 

 

 

 

 

 

 

 

 

Home ▶ People ▶ Alexa Parker, CPA

Controller

Alexa Parker, CPA

Compliance & Business Administration Team

The company as a whole has an ability to pivot. This is unique, and it’s an important part of who we are—especially in terms of the investments that we make.

I’m a controller here, so my primary role is working with the financials for Zevenbergen Capital itself. I prepare financial statements, and I work with vendors and employees who need to purchase products or services. But like everyone else, I wear many hats.

I definitely learn a lot from Leslie. She thinks about things from a risk management standpoint. Her perspective on how we transact with other companies helps me make sure we’re protecting the firm and keeping ourselves safe and doing well. It’s about anticipating things, seeing around corners. ‘What are the ramifications if we move our data from this vendor to that one?’

I worked in public accounting on the audit side, so I’ve worked with a lot of different companies. I’ve seen a lot of different cultures, and I think this one is unique. Nancy and everyone in management are very invested in everyone here. Work-life balance comes up a lot in other firms, but I rarely hear that here. We don’t have to talk about it because we have it.

That we are women-led is very meaningful to me. Having worked at locations run by men or watched those cultures—I think there’s a bit of a different approach. There’s more understanding—asking how people are doing and making sure everyone is taken care of. We tend to ask if something can be done, rather than demanding.

Growth for the sake of growth is not our goal. I think our idea is to remain a small, tightly knit unit, and I think that there’s something really special in that. I think the mutual funds are the future. It’s nice that we now have a vehicle for my brother, or my parents, who might not have a million dollars, but might want that growth piece in their portfolio.

“The company as a whole has an ability to pivot. It’s an important part of who we are.”

I think our strategy is a unique one and a really cool one when you go back and look over the entire 30 years. It has been successful.

I’m from Seattle and graduated from the University of Washington. My grandparents have a place on Whidbey Island so I love going there. I enjoy cooking a lot, I own a lot of cookbooks, so I’m reading cookbooks, and I grow food, too.

My mom instilled in us a sense of integrity—how important it was to do what you said you were going to do. I love my dad; he’s got a very dry and sarcastic sense of humor. He helps us not to take life too seriously and to laugh.

This company is so easy to feel like you’re part of a family, a unit. I’ve had my family come to events, and the feeling was, ‘we value you and so we value everyone who is close to you and important to you.’

“I think the mutual funds are the future. We now have a vehicle for those who might not have a million dollars, but might want that growth piece in their portfolio.”

education

BA in Business Administration with an emphasis in Accounting

BA in Spanish
University of Washington

organizations

CPA
Member, AICPA
Member, WSCPA
President, University Vision Leadership Board of Directors

contact

parker@zci.com

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