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 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.