My role at GlobeFlex is totally aligned with the firm's overall philosophy -- to be outstanding at keeping our clients informed at the level they desire. Being a great data minder takes a combination of passion, organization, and skill. It means being comprehensive, understanding the questions behind the questions. It means taking pride in being accountable.

There's an initiation process at this firm, an emphasis on side-by-side responsibility and a shared desire to preserve our client-oriented culture at all costs. Essentially, I act as the central resource point for our clients, and ensure that all of their reporting and data needs are met. I'm also the home-based client servicing back-up for our client service/marketing team. Clients know they can always reach me for an immediate response if their client service person is traveling.

In a transparent, flat organization, everyone matters; it's a team and they're counting on me. I work hand-in-hand with the partners and founders of the firm, and we have the tools in hand to be efficient, so I take personal pride in addressing problems or requests immediately. Coming from a larger company background makes me appreciate being at GlobeFlex. We have a deep commitment to what we're doing here. Because of the atmosphere of trust and respect, morale is very high.

Having started in this industry at the height of the tech bubble in a value shop makes me realize how things are a lot more even-keeled now. The value added of our systematic GlobeFlex process can be very clearly delineated, but the need for the human element will always be paramount. And here I will be, happily in the middle of it all.