I advise individuals and non-profit organizations, creating comprehensive wealth solutions to achieve financial goals as part of a team. My team’s approach begins with the client, identifying needs, goals, and then strategically providing solutions. Utilizing the firm’s impressive resources, my team delivers thoughtful guidance that incorporates tax aware investing, estate planning, strategic business services, family office consulting, and trust services. My team integrates seamlessly with our client’s other advisors to best serve our client’s needs.

As a Portfolio Manager Associate, I am required to satisfy a broad array of responsibilities. I conduct high net worth client portfolio reviews and updates. I am charged with limited discretionary management of multiple client portfolios. Consistently I am tasked to provide ad hoc analysis requests and presentation pieces under high pressure deadlines with utmost quality, accuracy, and clarity. Regularly, I monitor portfolio asset allocations and maintain appropriate investment exposures by working with Portfolio Managers to rebalance and adjust accounts. I leverage my portfolio analysis skills when aiding a Portfolio Manager with the selection of investment managers. To be able to meet these demands, I must expertly command multiple systems, many unique to US Trust.

As a Trust Administrative Officer, I was charged with performing the daily tasks of maintaining a trusts and other accounts. My responsibilities included discretionary drafting, UPIA calculations, account open, account close, disbursements, as well as any other task necessary for the operation of a Trust.Moreover, I was charged with the duty of being the regional expert for our account opening procedures. I was also the regional expert for our internal compliance process for Office of the Comptroller of the Currency.

- Solely responsible for all financial operations within a non-profit, including its multiple subsidiaries with varying tax structures- Maintained orderly operations within an unstructured work environment- Regularly interacted with donors, customers, vendors, and tax authorities

I oversaw the progress of a building renovation project. My main duties included collaboration with contractors, workers, landowners, and tenants. I also maintained all budgeting and payroll information for the project, as well as performed project valuations to determine profitability of the capital investment.

-Researched data to reconcile daily statements and balance the General Ledger -Performed detailed preparation of several accounting statements and financial reports-Researched accounting errors to achieve balance reconciliation by communicating with teller and loan supervisors-Trained new employees to reconcile reports, company procedures, and policies