Senior Portfolio Administrator
How I Help Our Clients
Accuracy and efficiency are integral aspects to success in the investment industry. I ensure that clients receive verified and validated information about their portfolios. In addition to helping clients with various requests such as money transfers, withdrawals, and reporting, I also ensure all security-related transactions and corporate actions are implemented in a timely manner and settled in accordance with industry standards.
My Credentials and Experience
I have been in the investment industry, and with Vestcap, for over 25 years. I am responsible for ensuring trade allocations are successfully implemented, performance calculations are accurate and up-to-date, and overseeing day-today maintenance of client portfolios.
As a mother of two teenagers, I am always on my toes, even after hours. I love going for evening walks and reading to stay active and up-to-date.