CPC, Account Manager / Reporting Analyst
As an Account Manager/Reporting Analyst, Mayumi works with the firm's Advisors and other Account Managers to manage the needs of institutional clients. She is responsible for performance reporting, account management and reconciliation, and improving internal processes.
Prior to joining Pacific Portfolio, Mayumi worked for a local retirement plan administrator and recordkeeper for six years. She spent several years as a member of their operations team, where she performed fund changes and complex corrections, and made process improvements using the recordkeeping system. She also project-managed plan conversions, which required her to work with outside providers, financial advisors, and custodians to ensure a smooth transition for clients from one provider to another.
Mayumi holds a Master's degree in Mathematics from Texas A&M University, and Bachelor of Arts degrees in Mathematics and Physics.