Barbara Frasier

Barbara Frasier Email and Phone Number

Executive Financial Administrator at Cornerstone Private Advisors, LLC @ Cornerstone Private Advisors, LLC
delray beach, florida, united states
Barbara Frasier's Location
Boca Raton, Florida, United States, United States
Barbara Frasier's Contact Details

Barbara Frasier personal email

n/a

Barbara Frasier phone numbers

About Barbara Frasier

Experienced Executive Financial Administrator with a demonstrated history of working in the financial services industry for 20+ years. Very much like working with people and clients. Skilled in Cash Flow, Account Reconciliation, Accounting, Managing of Investment/Securities Office, and Client Relations. Strong finance professional graduated from SUNY Farmingdale.

Barbara Frasier's Current Company Details
Cornerstone Private Advisors, LLC

Cornerstone Private Advisors, Llc

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Executive Financial Administrator at Cornerstone Private Advisors, LLC
delray beach, florida, united states
Website:
cornerpa.com
Employees:
9
Barbara Frasier Work Experience Details
  • Cornerstone Private Advisors, Llc
    Executive Financial Administrator
    Cornerstone Private Advisors, Llc Jul 2019 - Present
    Delray Beach, Florida, United States
    View
  • Winter Financial Services Corp.
    Executive Financial Administrator
    Winter Financial Services Corp. Mar 2001 - Jun 2018
    Boca Raton, Fl
    * Executive Administrator office performing all of the duties of an assistant/right hand person to the business owner/financial consultant/investor* Maintain close client relationships and client services* Preparation of all financial applications, servicing paperwork, financial analysis reports* Total communications between clients and major financial companies* Attend and assist with promotional seminars to promote new clients
  • Focus Financial Services Of S. Florida, Inc.
    Sales Assistant/Executive Financial Administrator/Office Manager
    Focus Financial Services Of S. Florida, Inc. Sep 1999 - Mar 2001
    Boca Raton, Fl
    * One person office performing all of the duties of an assistant/right hand person to business owner/financial consultant/investor* Maintain close client relationships and client services* Preparation of all financial applications, servicing paperwork, financial analysis reports* Total communications between clients and major financial companies* Attend and assist with promotional seminars to promote new clients
  • Kerry A Greenwald, P.A.
    Legal Secretary/Assistant To Paralegal
    Kerry A Greenwald, P.A. Jun 1998 - Sep 1999
    Boca Raton, Fl
    * General administrative duties couples with client services* Preparation of correspondence, motions, legal pleadings* Notices of court hearings and filing of legal pleading to the courts
  • Baressa Handpainted Clothing
    Business Owner/Operator
    Baressa Handpainted Clothing Oct 1983 - Dec 1998
    Long Island, Ny And Coral Springs, Fl
  • Steven T. Utrecht, P.A.
    Legal Secretary/Assistant To Paralegal
    Steven T. Utrecht, P.A. Jan 1996 - Jun 1998
    Boca Raton, Fl
    * General administrative duties coupled with client services* Preparation of correspondence, motions, legal pleadings* Notices of court hearings and filing of legal pleading to the courts* Responsible for client billing and all other organizational tasks required by a busy law firm
  • Anthony J. Mangiaracina, Esq.
    Legal Secretary
    Anthony J. Mangiaracina, Esq. Jun 1995 - Jan 1996
    Islandia, Ny
    * Responsible for preparation of contracts, deeds, closing packages for banks, disbursement checks on an escrow account for real estate closings, composing letter* All organizational and office tasks required by a busy real estate law firm
  • Coral Springs Surgical Center, An Affiliate Of Surgical Care Associates, Inc.
    Administrative Assistant/Surgery Scheduler
    Coral Springs Surgical Center, An Affiliate Of Surgical Care Associates, Inc. Jun 1993 - Apr 1995
    Coral Springs, Fl
    * Assist with the starting up of a freestanding ambulatory surgical center* Preparing and organizing Policy and Procedures Manuals* Applying and contracting of managed care companies* Marketing and credentialing of physicians* Secretary to medical board meetings* Conducting all aspects of the business office including creating forms, scheduling of surgeries, diagnosis and procedure coding, verifying of insurance benefits, patient reception, accounts receivable, accounts payable, preparing daily bank deposits

Barbara Frasier Skills

Financial Analysis Accounting Financial Reporting Strategic Financial Planning Financial Accounting Finance Account Reconciliation General Ledger Managerial Finance Hyperion Enterprise Cash Flow Internal Controls Financial Audits Due Diligence Mutual Funds Microsoft Excel Corporate Finance Securities Series 7 Capital Markets Investment Advisory Customer Service Microsoft Office Financial Planning Hedge Funds Trading

Barbara Frasier Education Details

  • Suny Farmindale
    Suny Farmindale

Frequently Asked Questions about Barbara Frasier

What company does Barbara Frasier work for?

Barbara Frasier works for Cornerstone Private Advisors, Llc

What is Barbara Frasier's role at the current company?

Barbara Frasier's current role is Executive Financial Administrator at Cornerstone Private Advisors, LLC.

What is Barbara Frasier's email address?

Barbara Frasier's email address is ba****@****aum.com

What is Barbara Frasier's direct phone number?

Barbara Frasier's direct phone number is +195429*****

What schools did Barbara Frasier attend?

Barbara Frasier attended Suny Farmindale.

What skills is Barbara Frasier known for?

Barbara Frasier has skills like Financial Analysis, Accounting, Financial Reporting, Strategic Financial Planning, Financial Accounting, Finance, Account Reconciliation, General Ledger, Managerial Finance, Hyperion Enterprise, Cash Flow, Internal Controls.

Who are Barbara Frasier's colleagues?

Barbara Frasier's colleagues are Alexandra Licata, Philip Macdonald, Wendy Barraco, Kevin Moree, Akshaya Akshaya, James Gilbert, Cfp®, Lee Michael Morrison.

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