Back Office Team
Assisting our firm with investment operations is a group of back-office specialists with extensive industry backgrounds. These independent consultants provide our office with the following services through the Advent AxysTM system:
Daily Data Processing, Data Verification and Data Reconciliation
Management Reporting
Customized Client Asset and Quarterly Performance Reporting Packages
Charles A. Douille
Mr. Douille is the director and founder of Investment Operation Solutions. He has over fourteen years of experience specializing in investment operations and client reporting. He has held positions at Bank of America as a Vice President and Manager of Client Reporting, Kayne Anderson Investment Management as Investment Operations Manger, and at Wilshire Associates as a Performance Measurement Analyst. For Beverly Investment Advisors, he manages the client reporting process, provides Advent consulting solutions, and assists with compliance issues.
Mr. Douille received his Masters of Business Administration from Pepperdine University George L. Graziadio School of Business and graduated from Loyola Marymount University with a Bachelors degree in Business Administration. He is also a member of the Association of Investment Management & Research (AIMR).
Bemelda Bragado
Ms. Bragado joined Investment Operation Solutions with over sixteen years of industry experience having held operations, training and project management positions during her career and most recently with Capital Group, Inc where she worked for 9 years. Prior to this, she worked as a Statistician at US Sales for six years.
Ms. Bragado’s wide variety of experiences include: expertise in Statistics, Equity, Fixed Income, IPO’s, Private Placements, Private Equity, Emerging markets, regulatory Compliance Reviews, creating training curriculums, and managing a global department restructure. Ms. Bragado is responsible for client service requests, daily processing and associate training.
Ms. Bragado graduated with a Finance degree from California State University, Northridge in 1994.