Alice brings over twenty years of financial experience in accounting, finance, and fund operations to CoastEdge. Most recently, Alice served as Manager of Institutional Fund Services of Allianz Global Investors, a global diversified investment manager with over $400 billion in assets under management. Alice’s responsibilities included oversight of investment accounting, fund audits, shareholder activities, financial reporting and tax reporting, for both mutual funds and several pooled vehicles. Alice was also a crucial part of a project team that successfully restructured/merged $765 million in assets into Allianz Trust. Alice previously served as Senior Fund Administrator of Mutual Fund Operations at Nicholas-Applegate Capital Management.
Alice holds a Bachelor of Science in Management and Human Resources from the California Polytechnic State University and a MBA from the University of Phoenix.