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Jamie L. Moreno

Executive Administrative Assistant


As Ohana’s executive administrative assistant, Jamie directly supports the company’s principals. Her duties include management of calendars and communications with the principals, and coordinates intake for prospective and deferred client relationships. She also provides support to our billing department by assisting with preparation of our monthly billing statements. In addition to all of the above, she also assists our office manager by providing backup for our front desk/receptionist functions. Prior to joining Ohana, Jamie worked as a senior administrative assistant at Deloitte Consulting.

Jamie has a degree in SociologyAnthropogy from Pace University in New York.


TerryLee

Irene Abercrombie

OFFICE MANAGER

 

 

Irene fulfills the roles of office management, front desk reception, and administrative assistant.  She has worked for many years in the mortgage lending industry.  Prior to that she attended college at the University of Hawaii, then served in the Navy as an administrative specialist for six years. 


Clarita

Clarita A. Portwine

Accounting Manager

Clarita Portwine has been working in the professional fiduciary business since 1999. As Accounting Manager for Ohana since 2009, Clarita is responsible for paying client bills and posting all banking, investment and property transactions to the accounting system; ensuring that all information in the accounting system reconciled to financial institution statements; assisting with annual audits; and assisting with organization of tax return information. She also maintains the accounting system that supports management of our clients' financial affairs by staff Financial Managers, oversees the full cycle accounting function and procedures, including general ledger maintenance, and manages aspects of IRS reporting compliance for our clients.

Clarita has a Bachelor of Science in Business Administration from the University of San Carlos, Phillipines. She completed Trust Accounting System course work in 2003, and H&R Block Income Tax course work in 2000.


Barbara

Barbara Waterhouse Fulp

TAX AND ACCOUNTING Assistant

 

Barbara has been working part time at Ohana since 2014, to assist with preparation of client financial reports and organization of documents needed for each client’s income tax return.  She also provides support to our accounting department with its check-writing functions.


Webster

Webster

Morale Manager

Webster is a Miniature Schnauzer who joined Ohana full time in August 2008, when he was 10 weeks old, immediately fulfilling his role as manager of office morale.  His duties included greeting all employees upon his arrival to ensure they start the day with a positive outlook, providing interludes of affection and humor throughout the day to keep staff uplifted, and alerting us of the presence of visitors in the reception area.

Additionally, from time to time Webster utilized his talents to serve as an ice breaker with clients and fellow professionals.

Webster is extremely conscientious about his duties at Ohana, and never missed a day of work until late 2014, when he joined our founder in her semi-retirement schedule, and then in late 2016, flew off into the sunset into full retirement.  We retain his presence on our site in recognition of his dedication during his time at Ohana.