As a Portfolio Administrator, Monica provides new account support and administrative assistance to the firm’s Portfolio Managers and clients. Her responsibilities also include account reconciliations, performance reporting, updating account information, and assisting with clients’ requests.
Prior to joining Pacific Portfolio, Monica was with The Polyclinic, where she was the point of contact between patients and providers. Her duties included performing office administrative work, managing medical records, and coordinating insurance authorizations.
Monica received her B.A. in Communication from the University of Washington.