1. Investor/Client Relations - Manager Cynthia
   1. Investor Relations
      1. Misc. Inquiries
         1. Program Info
         2. Distribution Histories
         3. Website Registration
      2. Forms Processing
         1. Change of Account
         2. Change of Address
         3. Transfer of Ownership
         4. Transfer on Death
         5. Change of Rep/BD
         6. Opt In/Out
      3. Presentment Processing
      4. K1's
      5. Scanning/Filing
   2. Client Relations
      1. Custodians
      2. Welcome Kits
      3. Subscription QA/QC
   3. Valuations
2. Office Coordination
   1. Meeting Planning
      1. Due Diligence Trips
      2. Annual Meeting
      3. Weekly Sales Call
   2. Trailer Mantenance
   3. Program Division of Interest
   4. Weekly Reports
   5. Distributions
   6. Projects
      1. Scanning Project
   7. Travel
3. Marketing
   1. Conference Management (Katie)
      1. Tracking
      2. Travel
      3. Registrations
      4. Hotels
      5. Booth Logistics
   2. Client/Investor Correspondence
      1. Website Uploads
4. Accounts
   1. Delivery
      1. UPS
      2. FedEx
   2. PGI
   3. Travel Team
   4. Neopost
5. Equipment
   1. Marketing Equipment
   2. Postage Machine
   3. Envelope Machine
6. Fulfilment
   1. Shipping
   2. Sales Kits
   3. Mail
   4. Distribution Processing
7. Website
   1. Monthly Uploads
   2. Misc. uploads
   3. Registrations
   4. Troubleshooting
   5. Inventory
8. Subscription Processing
   1. Deposit
   2. Data Entry
   3. QA/QC
   4. File Creation
   5. Reports
9. SOC Compliance
10. Interns
11. Westmoreland
    1. Licensing
    2. 5123 Filings
    3. Administration Support