Sonalee Tamane

Operations / Portfolio Accountant 3 at Wells Capital Management

Sonalee Tamane is an experienced finance professional with a strong background in accounting and operations. Currently serving as Operations / Portfolio Accountant 3 at Wells Capital Management since May 2010, Sonalee manages accounts across various portfolio strategies, conducts daily cash reconciliations, and oversees monthly account closings. Prior experience includes an IT Auditor role at Monroe Bank & Trust, where successful audits in Wealth Management and IT compliance were completed, and an Accountant position at Main Street Bank, contributing to the transition post-closure. An early internship with McKinley & Associates, Inc. involved general bookkeeping and property management tasks. Sonalee holds a Master of Science in Accounting from Eastern Michigan University and a Bachelor of Commerce from Shivaji University.

Location

San Francisco, United States

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Wells Capital Management

Wells Capital Management is a multi-boutique asset management firm committed to delivering superior investment service to institutional clients. Our diverse and autonomous teams provide a broad range of investment solutions to our clients. Why Multi-Boutique? We believe: - Independent, focused investment teams generate alpha consistently. - Investment teams should focus on investing for our clients without the distractions of operating a business. - Independent risk management oversight should be independent from our investment teams to ensure we consistently meet client objectives.


Headquarters

United States

Employees

501-1,000

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