Tina W.

About Tina W.

30+ years working in the investment/financial industry in various roles (mainly Operations)* 24 years working with Advent suite or products (Axys, APX, Dataport, etc.)* 6 years working with Orion Software * Reliable* Flexible* Data management* Analytical thinker * Training & Development* Troubleshooting/Problem solver* Goal oriented* Strong organization skills* Active listening* Energetic work attitude* Friendly / Positive attitude* Relationship building* Experienced in system conversions and reconciliation

Experience

1. Portfolio Operations Manager - First Foundation Advisors

   First Foundation Inc

   Sep 2014 — Present · Irvine, CA, US

   Manage the Operations team Disseminate industry and job-related knowledge to team members via on-site and remote trainingIn charge of creating department processes & policies as well as training direct reportsResponsible for ensuring the accuracy and integrity of all client and firm data, reconciling client portfolios, updating price files, generating reports and performing other operational duties as needed. Responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates. Oversight of appropriate overnight downloads from custodians and vendors Verification the updating of daily and monthly data, including indices, pricing, and performance files Final review of daily reconciliation files for errors and omissions, and communication of correction process with Operations team members Facilitator of the preparation and maintenance of quarterly reporting Periodic review of securities information and validation Co-ordination with Trading with respect to flow of information between Advent applications (APX and Moxy)Oversight of development and review of risk control reports Departmental lead in the implementation of application upgrades Direct team in resolution of data integrity items, workflow inefficiencies, and enhanced reporting Responsible for completion of all required and assigned training modules by established due dates • SME with Advent suite of software applications (i.e. Dataport, APX, Import Utility, etc) • Advanced knowledge of Microsoft Excel• Knowledge of Bloomberg terminal and import/export functionality • Understanding of portfolio management concepts as applied to various databases • Highly organized and flexible • Excellent verbal/written communication skills with the ability to effectively communicate with all levels of personnel

Education

• University of Phoenix

  Bachelor of Science - BS, Business Administration and Management, General

  2009