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Controller's Office: Financial Assets Accounting

The Financial Assets Accounting department is responsible for recording and reconciling all investment, cash and trust activities.

Ana M. Ulloa, Associate Controller
(626) 395-2945
(626) 395-5936 - fax
Mail Code 228-6

Jeff Nordstrom, Assistant Director, Financial Assets Accounting
(626) 395-3653
(626) 395-5936 - fax
Mail Code 201-6

Staff

Name

Area

Extension

Phillip Trinh

  • Short-term investments
  • Trust accounting, reporting and audit
  • Beneficial interests, including outside managed trusts, perpetual trusts and bequest expectancies
  • Faculty and other notes and loans
  • Reporting, compliance & analysis - Trusts

6893 

Louis Shum

  • Pool investment accounting
  • Separate investment accounting
  • Licensed stock accounting
  • Reporting, compliance & analysis - Investments

1456

Margarita (Gharee) Dizon

  • Bank reconciliations, including concentration accounts, disbursements, merchant & web credit card, payroll and other
  • Banking inquiries and daily transmissions
  • Discretionary CD's
  • Unclaimed property/Escheat

6854

Kathy Torres

  • Advance interface gift transaction review, bank reconciliations, and budget adjustments
  • Cash receipts for general and gift fund revenue & reimbursement
  • Stock gift accounting and reporting

6726 

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