As the firm’s Senior Porfolio Administrator, Grissel works closely with the Operations Director executing trades, processing journals and disbursements, as well as handling operational and trading issues. She interfaces with clients processing requests, and obtains new account paperwork as necessary.
Grissel also works in conjunction with Singer Xenos Advisors in the preparation of rebalancing and trading reports. Additionally, she backs up the Operations Director with the portfolio management software database whenever necessary.
Grissel has an Associates Degree in Business Administration. She has worked in the securities industry since 1991.