
Marlene Schultz
* Providing accounting services to family office clients, including accurate income and expense coding, tracking various investments, investment... | Greater Philadelphia, Greater Philadelphia, United States
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Marlene Schultz’s Emails m.****@pi****.com
Marlene Schultz’s Phone Numbers No phone number available.
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Marlene Schultz’s Location Greater Philadelphia, Greater Philadelphia, United States
Marlene Schultz’s Expertise * Providing accounting services to family office clients, including accurate income and expense coding, tracking various investments, investment partnership accounting, cash management, and tax analysis. * Maintaining general ledger for limited partnerships, LLCs, and other collective entities. * Processing accounts payable invoices for family office clients and related entities. * Preparing financial statements for individuals, trusts, and other entities. * Providing day-to-day contact with family office personnel, external service providers, and internal staff in connection with family office general ledger accounting and processing. * Responsible for timely initiation, review, and posting of various scheduled or ad hoc custom reports provided to family office clients (e.g., Liquidity Report, Cash Flow, Balance Sheets, etc.), ensuring accurate presentation of data. * Completing various reconciliations associated with area of responsibility and entities serviced. * Obtaining and maintaining pertinent documentation related to area of responsibility.
Marlene Schultz’s Current Industry Pitcairn
Marlene
Schultz’s Prior Industry
Nyman
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Deangelo
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Mission First Tactical
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First Contact
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Pitcairn
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Work Experience

Pitcairn
Family Office Accountant
Fri Mar 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
First Contact
Finance Manager
Thu Oct 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Mar 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Mission First Tactical
Full Charge Bookkeeper
Sun Feb 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Oct 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Deangelo
Accountant
Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Nyman
Business Manager
Tue Aug 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Sep 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)