Ballantyne Investments IMPORT DATA AND WORK WITH SMARTART AND IMAGES Author:Alexa Hill Shelly Cashman Excel 2019 |Module 7: SAM Project 1a Note: Do not edit this sheet. If your name does not appear in cell B6, please download a new copy the file from the SAM website.
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Asset Management Team NamePositionSpecialtyYears ExperienceFromPerformance Summary ($ millions) Jeff FryePortfolio ManagerFund Administration12NYTotal Cost of Accounts$5,968.24 Theresa GaoResearch AnalystAcquisition10CAValue of Accounts$6,655.96 Victor LattimerInvestmentsBusiness Development10OHDifference $$687.72 Heather Montgomery Relationship Manager Asset Management8CTDifference %12% Claudia GarciaSales ManagerTechnology6NJ Frank KrauseResearch AnalystInvestments5W
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