Pamela Drella Vice President of Operations
Ms. Drella joined the company in October of 1994. She is responsible for the management and oversight of the operations department. Her responsibilities include: coordination and review of client portfolio reconciliation and valuation, day-to-day portfolio accounting, account monitoring and maintenance, and periodic reporting to clients and management. She is also involved in annual tax reconciliation and report preparation, partnership audit assistance, new account administration and client service support. She also manages employee matters such as payroll administration, PTO monitoring and reporting, 401(k) plan reporting, and general office management. Ms. Drella also performs accounting functions for the President of Leavitt Capital.
Prior to joining Leavitt Capital Management, Ms. Drella worked for Anixter, Inc. and Scott, Foresman, Co. where she gained accounting and client service experience. She holds a B.S. in Organizational Management with a minor in Business Administration from Illinois State University. She also earned the Chartered Mutual Fund Counselor designation from the College for Financial Planning in 1999.