Becky Bormett
Position: Investment Operations Analyst
Department: Investment
Credentials: B.B.A. Accounting (Florida Atlantic University); more than 20 years experience in investment operations middle office and trade support, portfolio and regulatory compliance, and corporate accounting.
Responsibilities: Supports the investment team in the management of WARF’s investment assets. Interfaces with outside managers, custodians and WARF investment staff, CFO and accounting staff. Monitors cash flow activities and payment of management fees. Reconciles manager accounts. Maintains investment files, documents and databases.
Phone: 608.960.9816
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