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Work Experience
Controller
Jul 2021 - Present · 3 years and 5 months
Sr. Project Accountant
Mar 2021 - Jul 2021 · 4 months
Sr. Financial Accounting Analyst
Jul 2019 - Mar 2021 · 1 years and 8 months
Company Details
Our mission is to give portfolio managers a boutique, expertise led institutional platform that provides them peace of mind and allows them to concentrate on their investment portfolio, while also providing them options for building out the inside of their business as it scales.
Year Founded
2010
Social Media
Linkedin
Industry
Financial Services
HQ Location
9595 Wilshire Blvd Suite 900 Beverly Hills, California 90212, US
Keywords
Chief Financial OfficerChief Operating OfficerChief Compliance Officer
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