Bethany Wilmoth Portfolio Accounting Specialist

Bethany C. Wilmoth

Senior Portfolio Accounting Specialist

404 573 4848
404 573 4929
bethany.wilmoth@signaturefd.com

My NET WORTHWHILE™ is giving wealth managers peace of mind in knowing that critical account data is always current, enabling clients to have confidence in their investments and advisors.

With a passion for solving problems and ensuring data accuracy, Bethany enjoys implementing processes that remove issues and discrepancies within technology platforms. Bethany joined SignatureFD with extensive experience in portfolio accounting and data reconciliation.  She works with the team to manage client data, including in-depth data analysis across all platforms to ensure account information and performance tracking are accurate.

Prior to joining SignatureFD, Bethany held several positions in the financial industry throughout the years, ranging from working as a back-office solutions specialist to an investment operations associate at an independent RIA. Prior to transitioning to a career in finance, Bethany was an educator for six years.

Bethany has a Bachelor of Science from East Carolina University.

SAVE AS PDF

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.