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Sales & Marketing - Office ManagerInvestor/Client Relations - Manager CynthiaInvestor RelationsMisc. InquiriesProgram InfoDistribution HistoriesWebsite RegistrationForms ProcessingChange of AccountChange of AddressTransfer of OwnershipTransfer on DeathChange of Rep/BDOpt In/OutPresentment ProcessingK1'sScanning/FilingClient RelationsCustodiansWelcome KitsSubscription QA/QCValuationsOffice CoordinationMeeting PlanningDue Diligence TripsAnnual MeetingWeekly Sales CallTrailer MantenanceProgram Division of InterestWeekly ReportsDistributionsProjectsScanning ProjectTravelMarketingConference Management (Katie)TrackingTravelRegistrationsHotelsBooth LogisticsClient/Investor CorrespondenceWebsite UploadsAccountsDeliveryUPSFedExPGITravel TeamNeopostEquipmentMarketing EquipmentPostage MachineEnvelope MachineFulfilmentShippingSales KitsMailDistribution ProcessingWebsiteMonthly UploadsMisc. uploadsRegistrationsTroubleshootingInventorySubscription ProcessingDepositData EntryQA/QCFile CreationReportsSOC ComplianceInternsWestmorelandLicensing5123 FilingsAdministration Support
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