Skills:
Client Service, Investment Analysis (Principia, Fi360, Morningstar Advisor, Schwab Research), Reporting (Schwab Portfolio Center), MS Office Suite (Excel, Word, Outlook, Power Point, Access)Portfolio Maintenance, Reconciliation, Cost Basis (Date of Death adjustments, cost basis reporting/reconciliation), Global FX tax prep software, Financial Planning (Money Guide Pro, Financeware), Navision time entry, Junxure, Crosspoint, Communication, Presentation, Time Management, Cost Cutting, Budgeting, Time Management