Vernal Point Advisors
Mohammed Ali Irfan is an experienced finance professional with a strong background in financial operations and analysis. Currently serving as a Financial Operations Associate at Vernal Point Advisors since November 2021, Mohammed is responsible for posting investment and cash entries into client portfolios and managing client data in Salesforce and Addepar. Prior to this role, Mohammed held various positions including Operations Analyst/Senior Associate at Hightower Trust Services, where responsibilities included transaction reconciliation and invoice tracking for over six hundred accounts. With previous experience as a Fund Accountant at Salient and a FA Trade Operations Specialist at Invesco Ltd., Mohammed has developed expertise in trade operations, fund accounting, and corporate actions. Mohammed holds a Bachelor of Science degree in Finance and Financial Management Services from UMass Boston.
This person is not in any offices
Vernal Point Advisors
Vernal Point is a management-owned wealth advisory firm founded in 2012 and headquartered in San Francisco. Vernal Point is run by experienced industry professionals who joined from leadership roles at elite wealth strategy, investment, and family office organizations.