Wealth Management Rep
Ms. Smochinsky joined Finestone Partners in 2016 and is currently the Client Operations Manager, where she is primarily responsible for overseeing production and ensuring the businesses runs efficiently. Her tasks include analyzing key areas of daily operations in order to ensure accuracy and compliance with procedures and controls, preparation of monthly, quarterly, half yearly and annual reports for clients. She is also responsible for client presentations and meetings and ensures monthly account performance accuracy. Additionally, she assists portfolio managers in comprehensive investment policy review and development, investment implementation/rebalancing, and evaluation and asset allocations.