On December 31, 2021, Daintree Advisors combined with Cerity Partners.

Daintree Advisors is an employee-owned wealth management and multi-family office firm. Clients from across the country are provided with comprehensive financial planning, investment, and family office services consistent with their unique goals and objectives. Daintree professionals focus on both tax-efficient and socially responsible investing as well as philanthropic planning. Daintree Divorce Consulting is a specialized practice area working with both clients and their advisors as they… Show more Daintree Advisors is an employee-owned wealth management and multi-family office firm. Clients from across the country are provided with comprehensive financial planning, investment, and family office services consistent with their unique goals and objectives. Daintree professionals focus on both tax-efficient and socially responsible investing as well as philanthropic planning. Daintree Divorce Consulting is a specialized practice area working with both clients and their advisors as they navigate the divorce process. Daintree does not sell any products in order to keep their advice free of conflicts and to foster enduring client relationships built on integrity, responsiveness, and trust.www.daintreeadvisors.com Show less

• Servicing over 180 funds, which include ETF’s and multi-class funds, with over 120 billion in combined Total Net Assets.• Part of a client facing team which provides oversight to internal groups while facilitating communications to external groups to efficiently resolve a broad range of inquiries from the client. • Oversight for daily trades and general ledger entries to ensure fund NAV accuracy.• Evaluate and investigate unusual transactions, escalating to upper lever supervisors… Show more • Servicing over 180 funds, which include ETF’s and multi-class funds, with over 120 billion in combined Total Net Assets.• Part of a client facing team which provides oversight to internal groups while facilitating communications to external groups to efficiently resolve a broad range of inquiries from the client. • Oversight for daily trades and general ledger entries to ensure fund NAV accuracy.• Evaluate and investigate unusual transactions, escalating to upper lever supervisors in accordance with company policy.• Reconcile financial statements in accordance with Financial accounting standards along with other monthly deliverables in accordance with GAAP.• Maintain appropriate records of daily activity, following procedural requirements applicable to confidential data, while minimizing risk to the organization.• Lead on a project to train offshore team via calls and online training sessions to transfer tasks timely and accurately. Show less

Taught English to Chinese seniors who are English learning beginners by teaching them simple but frequently used vocabularies and phrases. (Students average aged is 70)Arranged outside activities and played games to increase student's interest on learning.Helped students read and interpreted letters.

• Helped over 600 customers filed individual tax returns accurately, answered tax related questions professionally. • Prepared year end 1099-MISC tax forms for internal agents and external companies.• Bookkeeper of income and expenses, maintaining accurate records including all receipts and transactions.• Prepared monthly income statements and reconciled discrepancies. • Closely monitored all accounts receivable and payable activities; prepared invoices to bill clients, traced… Show more • Helped over 600 customers filed individual tax returns accurately, answered tax related questions professionally. • Prepared year end 1099-MISC tax forms for internal agents and external companies.• Bookkeeper of income and expenses, maintaining accurate records including all receipts and transactions.• Prepared monthly income statements and reconciled discrepancies. • Closely monitored all accounts receivable and payable activities; prepared invoices to bill clients, traced tenants for past due rent, and processed payments to vendors.• Coordinated appointments for clients and agents, answered phone calls with a professional approach as well as posted sale and rental advertisements on high profile real estate websites.• Monitored office supply levels and reordered as necessary• Translated documents professionally between Chinese and English• Ability to operate day-to-day business individually without supervision Show less