Sheila - Small Web Use

Director of Operations

Expert – Sheila has more than 20 years of experience at an institutional investment management firm.

Visionary – Sheila’s focus at Private Asset Management is working with clients to ensure they receive the service level they deserve. Her responsibilities include processing trades, transferring funds, preparing client reports and doing special projects.

Bio – At the prior management firm, she supported the fixed income trading desk, communicating with Wall Street traders and custodian banks, plus maintained portfolio holdings, security yields and spreads and duration calculations. She also supported four equity portfolio managers.