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Vanessa Tollefson

Investor

Director, Client Operations at Makena Capital

San Francisco Bay Area

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About

Director on the Client Operations team responsible for investor communication and reporting; previously Director of Compliance at Coastland Capital.

Experience

  1. Makena Capital Management, LLCDirector Of Client Operationscurrent2022 — present
  2. Makena Capital Management, LLCInvestor Relationscurrent2017 — present
  3. Coastland CapitalDirector of Compliance, Regulatory, and Investor Reporting2017
  4. Coastland CapitalCompliance and Investor Relations Analyst2013 — 2017
  5. Fisher InvestmentsInvestment Counselor2011 — 2013
  6. Fisher InvestmentsCompliance Associate2007 — 2011San Mateo, CA
  7. Fisher InvestmentsClient Account Coordinator2005 — 2007San Mateo, CA

Skills & more

Series 651Investments6Investment Advisory4Financial Services5Customer ServiceAsset Allocation2Microsoft Excel1Securities3Financial Analysis3

From Vanessa's professional profile.

Colleagues at Makena Capital

Frequently asked questions

Who is Vanessa Tollefson?
Director on the Client Operations team responsible for investor communication and reporting; previously Director of Compliance at Coastland Capital.
Where does Vanessa Tollefson work?
Vanessa Tollefson is Director, Client Operations at Makena Capital.
Where did Vanessa Tollefson go to school?
Vanessa Tollefson studied at University of Southern California.

Same school

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