• Organize and manage financial infrastructures
  • Pay bills via online banking and personal check
  • Categorize and reconcile personal bank and credit card accounts utilizing Quicken.
  • Investigate and resolve billing issues
  • Develop and maintain paper and online retrieval systems
  • Prepare Quarterly and Annual financial information / reports to Financial Advisors and CPAs.



  • Jump-start, organize and oversee large and small projects
  • Maintain calendars, contacts and databases
  • Correspond and coordinate with client’s attorneys, CPAs, financial advisors, consultants and family members.
  • Software proficiencies on Macs and PCs, Outlook, Word, Excel, Quicken.