Mona S.

Mona S. has a diverse work experience in various roles related to investment operations, reporting, and portfolio implementation. Mona began their career in 2004 as an Investor Relations specialist at BISYS Alternative Investments. From there, they worked as a Portfolio Administrator at Loring Ward in 2006. In 2007, they joined Bel Air Investment Advisors as a Portfolio Implementation & Trading specialist, where they stayed until 2015. Mona then joined Geller Advisors, working in Investment Reporting & Operations from 2016 to 2018. Currently, Mona S. is a Vice President at Main Street Advisors, where they hold two roles: Vice President - Investment Operations and Operations.

Mona S. holds a Bachelor of Science (BS) degree in Management from California State University - East Bay. No specific start or end year for their education is mentioned.