My primary role is that of Operations Manager. I am responsible for all aspects of Human Resources, including payroll and benefits administration. I coordinate IT system support and facilities management. I reconcile client accounts, generate quarterly client reports, and generate many ad hoc company reports.In addition, I am a Portfolio Advisor, working with clients to develop and maintain a balanced and realistic retirement plan. Acropolis is an investment management firm that is well grounded in both academic theory and real world experience. As wealth management professionals, we invest in our clients’ interests first and foremost. Through outstanding service, sound advice and exceptional results we build personal relationships that last a lifetime. We value integrity and honest advice above all else, and we practice what we preach. This means we invest alongside our clients, using the same securities and strategies as those we recommend. This keeps us keenly aware of the risks and opportunities.Learn more at our website: http://acrinv.comFollow Acropolis on LinkedIn: https://goo.gl/jxEZWg
Listed skills include Portfolio Management, Retirement Planning, Asset Allocation, Asset Managment, and 8 others.