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 Best Part of My Job
Aimee joined Cornerstone Advisors in 2006 and has more than 10 years experience in the investment industry. As the Director of Investment Operations, Aimee is responsible for all day-to-day operations, portfolio administration, fund accounting and trading. Prior to joining Cornerstone, Aimee worked as trading and operations liaison for ICM Asset Management where she successfully led the implementation and use of a wrap-fee trading platform, including trade execution, processing and back office operational duties. Aimee excels at providing accurate and timely data to our clients to support their financial decisions and to help them achieve their personal and financial goals.
Three Words That Best Describe Me
| • | Dependable |
| • | Thoughtful |
| • | Flexible |
Practice Emphasis
| • | Portfolio administration |
| • | Performance reporting |
| • | Trading |
| • | Partnership fund accounting |
| • | Client K-1 production |
Ongoing Results
| • | Lead the implementation of consolidated performance reporting for clients |
| • | Coordinated tax-related information for non-traditional client investments |
Education
| • | Eastern Washington University, BEd in English and Mathematics |
Professional and Community Activities
| • | Schwab Technology Operations and Service Advisory Board, 2009 - present |
| • | Northwest Regional Advent Users Group, 2006 - present |
| • | YWCA, 2008 |
| • | North Bothell Little League Association, 2006 - 2009 |
Where To Find Aimee When She Is Not At Work
Aimee can usually be found hiking, camping, or biking with her family. She also enjoys golfing and reading. You might also find her volunteering as general manager, team mom or concession volunteer with her children's sports teams.
The Cornerstones of Aimee's Life: Her family and close friends.
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