PORTFOLIO ACCOUNTANT/TRADE OPERATIONS LEAD
Bhawna has been part of the Hermann & Cooke team since March 2017. She is the lead of the daily trade execution, including investing deposits and covering cash flows. She manages all major portfolio trading that includes: rebalancing, target changes and the calculation of Required Minimum Distributions. Additionally, Bhawna is responsible for the firm's quarterly billing with the major portfolio custodians and is the single point of contact for all trade related technical issues.
Bhawna has a Master's degree in Business Administration and a Bachelor’s degree in Mathematics. Before joining Hermann & Cooke Bhawna had successfully run an Arts Studio and worked as an Operations Analyst at Charles Schwab.
She likes to spend her free time relaxing with her kids, watching movies, going to the gym, hiking and traveling. Bhawna is very passionate about arts and finds joy in instilling the love of drawing and painting in in the minds of kids in her neighborhood.