Reporting and Accounting Manager
What you do: My team is responsible for verifying and analyzing all client data. I am primarily responsible for all client reporting, including ad hoc and quarterly client reports using Addepar and Excel. My role also includes financial analysis for the investment team.
What you love most about being a part of Ohana: I love the “family style” culture. Everyone is very connected and the management team is very flexible.
What you support: I support individualism, diversity and equality. I admire those who dare to be themselves. I believe everyone has the right to a fulfilled life. I strive for balance and harmony in my life and most importantly, I support my family- my daughter is my world.
BA from Dominican University of California, emphasis in Business Administration.
Currently enrolled in the Certified Financial Planner® certificate program through Boston University.
Profile: Since I was a child I have always loved math and I feel blessed to work with numbers. If I wasn’t working at Ohana, I would live a simple life; growing and producing my own food while living on the water. My love for travel will take me around the world.
Words to live by: “The most important thing is to enjoy your life-to be happy-it's all that matters.” Audrey Hepburn