Conservator
CurrentOversaw a client base of 12-15. Managed personal financial portfolios ofeach client, including the tracking of all day to day expenses. Coachedclients to build life management skills and meet short- and long-termpersonal, educational, and financial goals. Worked with multipletreatment centers and medical facilities to facilitate appropriate care fora variety of needs. Compiled quarterly financial reports pertaining todozens of million dollar estates while maintaining a… Show more Oversaw a client base of 12-15. Managed personal financial portfolios ofeach client, including the tracking of all day to day expenses. Coachedclients to build life management skills and meet short- and long-termpersonal, educational, and financial goals. Worked with multipletreatment centers and medical facilities to facilitate appropriate care fora variety of needs. Compiled quarterly financial reports pertaining todozens of million dollar estates while maintaining a fiduciary duty to allclients. Managed all property and financial assets for each client. Show less