This work log details selected products, projects, experience and events we have participated in since we started working with investment advisors over twenty years ago.  It is meant to be an informal, but informative accounting of what we do for our clients.  Many of these solutions are still in use today.  However, some have been replaced by solutions that we created later.

Entries in Charles River (1)


Charles River Portfolio Summary

Created Excel worksheets automation via VBA and macros to pull Charles River portfolio data and summarize data to client specifications.