
Portfolio Administrator at Towneley Capital Management, Inc.
Greater Los Angeles Area

Portfolio Administrator at Towneley Capital Management, Inc.
Greater Los Angeles Area
(Financial Services industry)
October 2004 — Present (4 years 10 months)
I handle the administrative duties related to keeping our accounts up to date and accurate. I also reconcile our over 200 accounts daily. I oversee and manage our quarterly mailouts as well as our yearly tax mailout. I basically handle all the behind the scenes things that keep our clients happy! I am also on the Advisory Panel for TD Ameritrade, which is a great experience!
(Public Company; Education Management industry)
October 2003 — December 2004 (1 year 3 months)
(Privately Held; 11-50 employees; Civil Engineering industry)
August 1999 — October 2003 (4 years 3 months)
1999 — 2003