Faranak Ashouri

Ms. Ashouri holds her B.S. in Computer Engineering and holds her Series 7 licensee as a Securities Representative. She has evaluated client’s investment objective and needs, analyzed market sector performance in relation to client’s portfolio.  Ms. Ashouri has assessed client’s investment objectives and has participated in providing retirement plans including 401K's, 403B's and Defined Contribution plans.  She has offered advice and guidance to clients as well as assisting clients roll their company retirement plans into IRA accounts when they leave their employment.

As an office manager, she has managed clients’ file and processing which typically included compiling client’s assets and liability reports and interfacing with the appropriate lenders for processing loans.  She has programmed data base search criteria for lead generation list to be used by sales agents and has prepared accounts payable; monitored expenditures and revenue; generated scheduled office activity reports.

As a comptroller she has supervised personnel which typically included recommendations for hiring, firing, performance evaluation, training, work allocation, and problem resolution.  She has independently managed multiple projects, developed and compiled administrative reports and interfaced with system professionals in order to develop and refine computer support systems and ensure data integrity and security including accounts payable; monitored expenditures and revenue; generated scheduled office activity reports.

Back