Tocqueville Asset Management
Blanca Cruz-Morales is an experienced Operations and Billing Specialist who has worked in the financial industry for several years. Blanca has a strong background in portfolio administration, handling over 200 accounts and reconciling transactions. Blanca is skilled in client service, billing, and account management, with a focus on accuracy and attention to detail. Blanca has worked with various financial software systems and has experience in creating reports and invoices for clients. Throughout their career, Blanca has demonstrated a high level of professionalism and expertise in their field.
Tocqueville Asset Management
Founded in 1985, and based out of NYC, Vero Beach, FL and San Francisco, Tocqueville Asset Management is an independent, employee owned, wealth management company that manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds. Our investment management teams provide a high touch, customized investment approach to the financial complexities for each of our unique client situations. We focus on managing, preserving, and growing assets with the goal of creating generational wealth. Please visit our website for more information: www.tocqueville.com; Follow us on Twitter: @TocquevilleAM