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Charlene Beaton

Director of Operations, Office Manager and Portfolio Administrator

Banyan Capital Management

United States, Georgia, Atlanta

About Me

Charlene joined the Banyan Capital Management team as Office Manager and Portfolio Administrator in 2008. Charlene’s responsibilities include portfolio administration, accounting functions, and overall operation of the office. Charlene received her Bachelor of Social Work from Salem State College in Salem, Massachusetts. Charlene has professionally served as financial officer of a privately-owned corporation as well as executive assistant to the chief executive officer.

Profile Information

Director of Operations, Office Manager and Portfolio Administrator

Banyan Capital Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Atlanta

Georgia

United States

May 15, 2024

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