Experience

Conservest Capital Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Client Support/Portfolio Manager Support Specialist

  • Feb 2022 - Present



Stonehage Fleming

• United Kingdom
• Financial Services
• 700 & Above Employee

• Executive Assistant / Facilities Manager

  • Jun 2014 - Jan 2022

  Managing and prioritizing C-Level Executives schedule specializing in multi-international time zones Performing daily facilities management operations, including vendors, building management and emergency requests. Managing and prioritizing C-Level Executives schedule specializing in multi-international time zones Performing daily facilities management operations, including vendors, building management and emergency requests.



Hillview Capital Advisors, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Portfolio Administrator

  • Mar 2010 - Jun 2014

  Responsible for clients’ financial needs, including, money movement, asset transfers, trades, and check requests daily. Assisted Principal Executive with operations tasks, and scheduling items. Responsible for clients’ financial needs, including, money movement, asset transfers, trades, and check requests daily. Assisted Principal Executive with operations tasks, and scheduling items.