Helen Klebe

Helen Klebe joined PFM Asset Management as team leader for the accounting pool team in 2007, where she and her team of accountants reconcile funds for 18 pool programs. Their daily responsibilities are to reconcile shareholder transactions, trades, and income payments between the depository and custodial relationships, accounting, trading and transfer agent systems. Data integrity for security management, evaluating yields and portfolio turnover; delivering WAM/WAL values; and processing liquidity requirements accurately and efficiently to meet specific investor or internal deadlines are critical milestones her team is responsible for meeting daily.

Before joining the firm, Helen spent eight years in fund accounting and client relationship management at Bank of New York, half a year of which she spent in London, serving on the JP Morgan relationship team.