Portfolio Resources Group
800 Brickell Ave., Suite 903
Miami, Florida 33131
305-372-0299 Ext. 408 Office • 305-372-0499 Fax
Having 26 years experience in the financial services industry, Sharon first became affiliated with Portfolio Resources Group in 1994 as an Advent AXYS software specialist performing portfolio accounting and performance reporting functions for the firm's client portfolios. She obtained a Series 27 License in October 1995 and became Portfolio Resources Group’s Financial and Operations Principal (FINOP) and later obtained a Series 7 License.
In September 2005, Sharon became the firm’s Chief Financial Officer and has continuously served as the firm's FINOP and as a member of PRG's Compliance Committee. Prior to joining Portfolio Resources, from 1990 to 1995, she served as Vice President, Client Services for Diversified Financial Management where she supervised the administration of client portfolios and trading operations. She also ran the portfolio accounting system and the portfolio performance reporting functions for the firm, assisting portfolio managers and the compliance officer, and acting as client/custodian liaison. From 1986 -1990 Sharon was Special Assistant to the President and Chief Investment Officer of the Miami office of The Bank of New York Trust Company where she supervised all aspects of trust administration, legal documentation and trading operations for the Bank of New York trust portfolios.