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
Canon J. Price
Charles A. Douilee
Mr. Charles Douille founded Investment Operation Solutions in 1999 to help investment advisors with their back-office needs. Prior to this, he has held positions at Bank of America as a Vice President and manager of Client reporting, Kayne Anderson Investment Management as Investment operations Manager, and at Wilshire Associates as a Performance Measurement Analyst.
For Beverly Investment Advisors, Mr. Douille’s firm supports our back-office needs by maintaining our client reporting process, providing portfolio management system consulting and solutions, and assisting with any compliance issues that may arise.
Mr. Douille received his Masters of Business Administration from Pepperdine University’s George L. Graziadio School of Business in 1996. He graduated from Loyola Marymount University with a Bachelor degree in Business Administration in 1989.
Carmen Pon
Ms. Pon is Relationship Manager of Investment Operation Solutions. She joins us with over fifteen years of industry experience having held client servicing and investment auditing positions during her career. Ms Pon assists the firm with client service requests. Carmen received her Bachelor of Science in Business Administration from Mount Saint Mary’s College.
Bemelda Bragado
Ms. Bemelda Bragado joined Investment Operation Solutions in 2005 with over sixteen years of industry experience having held operations, training and project management positions during her career. She worked with Capital Group, Inc for 9 years and as a statistician at US Sales for six years prior to joining Investment Operation Solutions.
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. For Beverly Investment Advisors, Ms. Bragado is responsible for client service requests and daily processing.
Ms. Bragado graduated with a Finance degree from California State University, Northridge in 1994.
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.