Debbie Selvidge Email & Phone Number

Dallas/Fort Worth Area

• Responsible for all operations for a $1.9 billion dollar wealth management firm including client service other than investment management, supervision of operational staff team handling brokerage account processing and.
• Execute all trade transactions for entire portfolio. Maintain and update multiple models and use re-balancing software tools to re-balance portfolio accounts on a regular basis. Other equity, mutual fund and fixed.
• Perform role of Co- Compliance Officer including regulatory reporting and maintenance of all compliance records as well as compliance training for all personnel. Supervise annual review of compliance procedures and.
• Maintain office computer systems and perform multiple technology management tasks as needed for software, hardware and web-based applications including database design and maintenance.
• Successfully planned and executed a conversion from broker-dealer to RIA for $250M of assets in 2007.

Dallas/Fort Worth Area

• Responsible for all accounting functions of a $5M custom cabinetry and mill work operation including customer invoicing, cash flow, general ledger, payroll, and financial statement preparation.
• Prepare all job bids from cabinet drawings and scale blueprints for customers.
• Assist owners in all aspects of business operations including personnel, insurance, capital lease, banking, facilities and other management issues.

Dallas/Fort Worth Area

• Responsible for all accounting operations of a high end residential custom home builder including accounts payable, general ledger, reconciliations, payroll, and financial statement preparation.
• Maintenance of workman’s compensation and general liability insurance certificates for all subcontractors and preparation of data for regular external audit examinations.
• Analysis, documentation, and management of construction loans including draws, mechanic lien contracts, and closing documents.
• Administrative duties including preparation for building permits, maintenance of blue prints and property files, interaction with banks and title companies, design and production of sales and marketing flyers, customer.

Dallas/Fort Worth Area

• Responsible for accounting services group of a regional CPA firm including personnel supervision.
• Performed multi-level accounting functions for numerous clients in the venture capital, wholesale distribution, oil and gas marketing, construction and computer software industries. Client base included several wealthy.

Dallas/Fort Worth Area

• Controller of twenty related venture capital partnerships and corporations including supervision and data preparation for annual external audits. Reported directly to General Partners and Business Advisory Board members.
• Performed all financial reporting requirements to various state and federal agencies and to the SBA for four Small Business Investment Companies including Portfolio Financing Reports and Form 468 Statements. This.
• Handling of all domestic and foreign limited partner relations including detailed capital account analysis and organization of off-site annual meetings.
• Monitoring and reporting of all activity with investee companies including investment history, legal documents and custodial safekeeping of securities.
• Complete cash management responsibilities including monitoring of idle funds invested in various financial instruments, funds transfers, and bank reconciliations for multiple accounts.