Shantell Hall

Meet Shantell HallMeet Shantell Hall……

Shantell HallAccounting, Finance and Investment Professional

Shantell Hall brings 15 years of experience in the accounting, finance and investment industries. Prior to joining Herndon Capital Management in 2013, Shantell was an Accounting and Reporting Analyst at Reliance Trust where she was responsible for accounting, reconciliation, reporting and compliance for Institutional Trust portfolios. While at Reliance she spearheaded the launch of new operational control reconciliation software (Intellimatch) and served as the primary client contact for 6 Fidelity custodial investment relationships.

In her spare time Shantell serves as a member of the Georgia Securities Association. Shantell received her Bachelor of Science degree in Sociology from Saint Leo University. Shantell is pursuing a Master of Business Administration in Accounting and Finance at the Keller Graduate School of Management.

Key Performance IndicatorsKey Performance Indicators

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Wrap Desk ResponsibilitiesWrap Desk Responsibilities

Wrap Desk

New Accounts

Reconciliation Tax Harvesting

Restrictions

Account Conversions

Withdrawals/Contributions

Rebalances

Account Terminations

Day to Day Workflow...

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Client RelationshipsClient Relationships

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Systems Experience