Natalie Jones

Portfolio Accounting & Investment Reporting

Boulder, Colorado, United States

About

Experience

  • Portfolio Accounting & Investment Reporting at Blue Spruce Capital
    Mar 2017 - Present · 9 yrs 5 mos

    Capital Markets and Private Funds reconciliation and accounting utilizing Portfolio Management and Accounting Software. Tax reconciliations for portfolio investments. Prepare Investment Reports and Cash Flow projections.

  • Vice President of Finance and Operations at Maxim Financial Corporation
    1989 - Mar 2017 · 28 yrs 3 mos

    Provide leadership and executive management for personnel in the securities trading environment including clearing operations, accounting, and financial management.