Aleasa Rountree
About Aleasa Rountree
Aleasa Rountree is a Portfolio Administrator at The Colony Group in Boston, Massachusetts, with a background in human resources management and experience in various roles including Tax Examiner and Retirement Specialist.
Work at Colony
Aleasa Rountree has been employed at The Colony Group as a Portfolio Administrator since 2016. In this role, she is responsible for managing client portfolios and ensuring that investment strategies align with clients' financial goals. Her tenure at The Colony Group spans over eight years, during which she has contributed to the firm's commitment to providing comprehensive financial services.
Previous Employment Experience
Prior to her current position, Aleasa Rountree held various roles in different organizations. She worked at the Virginia Employment Commission as a Tax Examiner from 2009 to 2011, where she focused on tax-related issues. Following that, she served as a Retirement Specialist at SunTrust Bank from 2011 to 2016, managing retirement accounts and assisting clients with their retirement planning. Additionally, she worked as a Child Care Administrator at the YMCA from 2007 to 2008.
Education and Expertise
Aleasa Rountree is pursuing a Bachelor of Science degree in Human Resources Management at Virginia Commonwealth University - School of Business. She has been studying at the university since 2009, focusing on business principles and human resource management. This academic background supports her professional roles in portfolio administration and human resources.
Background
Aleasa Rountree has a diverse professional background that includes experience in finance, human resources, and childcare administration. Her career began in Chicago, Illinois, at the YMCA, followed by roles in Richmond, Virginia, and Atlanta, Georgia. This varied experience has equipped her with a broad skill set applicable to her current role in portfolio management.