Pamela Rudee

CMG Partners is an investment company that purchases illiquid REITS from shareholders who wish to sell their shares rather than wait for liquidation event.

I handle all of the transfer paperwork for each shareholder, which includes communicating with the shareholders to facilitate transfer. This includes filling out transfer paperwork on their behalf (very detail oriented), instructions to shareholder, and if there is a custodian involved I communicate to them with instructions as well. Customer service definitely plays huge part as I'm dealing with many shareholders from all over the US.

I have made up many standard letters for custodians (as there are many) to save time and streamlined other administrative operations which has been helpful for staff.

I have also been bookkeeper using Quickbooks for several companies including CMG Partners (although we have accountant on our staff).

• Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
• Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
• Maintained and processed invoices, deposits, and money logs.
• Managed accounts payable maintaining vendor relationships
• Established QuickBooks accounting system to reflect accurate financial records.