Nancy Listiawan is responsible for implementing all of the equity trading for AMI. Mrs. Listiawan also assists in the daily management of client accounts and assists in maintaining performance composites and working on the annual audits. Mrs. Listiawan began her career with First Western Capital Management as an associate and then joined First Quadrant, LP where she worked as a senior investment accountant. She received her Bachelor of Sciences in Business Administration degree with a concentration in Finance from California State University, Long Beach. Mrs. Listiawan has been with the firm since 2013.
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(Tuesday, June 2, 2020, 9:07 p.m. EST) Business owners are in a tight spot: Federal tax rules have eased restrictions to allow those harmed by the epidemic to borrow from their IRA or federally qualified retirement plan; but without careful planning,