Janet Burch Email & Phone Number

Clayton, Mo

Provide support to the portfolio managers in the investment department. Generate and/or organize material for client meetings; work with the managers to address compliance issues. Assist with projects as requested. - Retired

Being present for an individual and/or family member to listen, talk and offer comfort when hospice has been requested.

At LGA, Burch was responsible for working with familiy office executives on managing the day-to-day administration of client accounts which involved coordination with various custodian banks.. Additionally, drawing on previous experience, she participated in trustee meeting, reviewed data input for performance calculations and worked on projects as assigned.

Provided support for boutique wealth management firm with a small, select client base with $350 million in assets under management. Followed global economic trends. Investigated publicly traded corporations using a variety of sources including annual reports and Internet tools. Condensed findings to aid portfolio management and investment decision-making by principal financial advisor. Performed back-end operations through broker and individual account reconciliations by custodian (firm used multiple custodians). Utilized in-house reporting system, assisting in the allocation of security trades by custodian, then by account. Informed custodian of trade settlements as well as client requests. Resolved trade problems. Provided liaison to technology consultant executing legacy system improvements. Filed annual ADV updates with SEC as well as corporate filings.

Senior Vice President (1999–2005)Vice President 1994–1999; Vice President Operations (1985–1994)Administered custody and personal trust accounts; performed compliance reviews of accounts. Processed cash transactions, balancing and reporting. Coordinated with clients, portfolio managers, investment advisors, accountants and attorneys to execute detailed investment plans. Worked closely with administrators & investment staff to effect all areas of trust accounting (trades, income processing, disbursements, etc.) utilizing the SEI system. Compiled financial data required for Forms 1041s, 1040s and 706s. Prepared annual 1099s and quarterly SEC 13-F filings.Served on Management Committee. Actively participated in operational oversight, risk assessment/management, policy/procedures development, internal auditing and compliance.Generated $3 million–$5 million through new business, retentions and additions.Chaired Audit Committee and Compliance Committee; oversaw rewriting of corporate Policy Manual, 2004.Served on Merger Committee establishing consolidated trust operations group to centralize security transactions, income processing, etc. for 3 trust divisions, 1992–1993. Moved assets to depository trust company while continually keeping fiduciary account in balance.Oversaw internal Y2K efforts. Created account models and converted Pioneer Bank & Trust accounts and fee schedules into SEI language for the addition of 287 accounts to the SEI system  Worked with Pioneer Bank & Trust staff in the movement of all cash and securities involved in the taking over of their trust accounts. Additional positions held: Assistant Vice President Operations (1982–1985); Trust Operation Officer (1979–1982)