Debra Kolberg
Manager of Client Service and Operations
Highlights of Previous Professional Experience
Sand Hill Advisors, Inc. - Palo Alto, CA - Client Service Associate. Support a variety of client requests including but not limited to: requests to meet cash needs for capital calls, tax payments, and escrow funding, establish new accounts, transfer and consolidate assets, make gifts and annual contributions, reconcile portfolios, maintain contact database, and special requests. Prepared necessary documentation to maintain cost basis, fund investments and track distributions. Conduct client service compliance audits; manage the Employee Trading process, Proxy Voting system, Investment Policy Statement reviews, Prime Broker status, and annual regulatory mailings.
Navitas, Ltd. – San Francisco, CA - Senior Client Service Coordinator. Provided administrative support to the President & COO, the Vice President of Marketing and the Director of Planning. Responsible for the client service of high net worth individuals and families through coordination with other professional advisors (Attorneys, CPA’s, Brokerage Firms, Hedge Fund Managers, Insurance Companies, Non-Profit Organizations, and Separate Account Managers). Generated monthly and quarterly performance reports, and maintained proper asset allocation within the portfolios.
Viking Distributing – San Francisco, CA - New Accounts/Accounting Administrator. Opened and maintained in house credit accounts for contractors, initiated and removed construction liens, answered billing questions, and made billing adjustments. In addition I was responsible for sorting mail, matching checks to invoices, applying payments to accounts using a proprietary accounting system, and general office tasks.