To ensure the accuracy and timeliness of portfolio data, I’d follow a structured approach, automating data pulls where possible, validating updates against reliable sources, and sticking to a consistent update schedule. I’d also document changes, collaborate with internal teams to catch discrepancies early, and use tools to monitor for errors. My goal would be to keep data clean, current, and aligned with reporting needs.

I could probably get 3-5 friends to download it!

I am an incredibly Type A person. I organize day to day to a T by making lists, reminders, and using apps to my advantage to tick off habits or goals. Even my Spotify playlists are so organized and specific to a mood or vibe, or even a memory. That goes the same with Pinterest boards, my at home book library- Even the personal things that are super important to me stay organized!