Atena Sharifi, BA
Working closely with Westcourt’s Chief Risk Officer, as Director, Operations & Client Services, Atena manages all client related operations and services including portfolio administration, client reporting, and compliance. She coordinates the flow of client information between the operations and client services teams, building and managing efficient and accurate processes and procedures, and coaching the teams on their implementation.
Prior to Westcourt, Atena was Associate Vice President on the Marketing and Client Services team at DGAM, an alternative asset manager acquired by The Carlyle Group. At DGAM, Atena worked closely with the management and investment committees to build and strengthen client relationships through the management of client communications. She led the redevelopment of the firm’s marketing materials and provided active input into automating the investor reporting process, working closely with multiple departments to ensure timeliness and accuracy.
Atena holds a Bachelor of Arts degree from Simon Fraser University.