Kai Kressman Email and Phone Number
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Kai Kressman personal email
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I am a results-oriented financial expert who holds three years of experience in diverse financial business environments where I have obtained skills in, leveraging advanced business intelligence, problem-solving analysis, and analytical data computation skills. I am currently a family office client specialist at Verdence Capital Advisors, a private boutique wealth advisory firm serving high-net-worth individuals and families. I have proven expertise in client communication, organizing impactful presentations, and developing comprehensive spreadsheets to articulate crucial financial information. Keen on continuous professional development, I am actively seeking to achieve a Master of Science in Financial Planning and Services from the University of Georgia.
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Family Office Client Service SpecialistVerdence Capital Advisors Aug 2023 - PresentHunt Valley, Maryland, Us• Provides exceptional day-to-day service to an assigned group of UHNW client accounts.• Works on behalf of the family with a variety of vendors and internal and outside advisors, to coordinateservices such as travel, insurance review and implementation, meeting schedules, home and vehiclepurchases, and private aviation.• Establishes and maintains daily bill pay and bookkeeping services, including budgeting and spending reviewsfor clients, as appropriate.• Assists in the coordination of all administrative activities and document collection in conjunction with theadvisory, investment, and planning team.• Identifies areas of service delivery to deepen and expand relationships with client families, including next-gen members.• Uses systems, services, and resources to execute work effectively and efficiently.• Maintains complete and accurate client and other data within several critical systems.
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Bookkeeping SpecialistVerdence Capital Advisors Feb 2022 - Sep 2023Hunt Valley, Maryland, UsAs a bookkeeping specialist for our Verdence/Family division, I assist clients and families navigate the complexities of bookkeeping, bill pay, and financial reporting.
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Food Server7 West Bistro Grille Sep 2020 - Present• Serving all the guest’s food and drink needs.• Creating cocktails and drink specials for individual guests.• Supporting customers with unique needs and requirements to make their experiences worthwhile. -
Business Management And Acquisition InternUnited States Department Of Defense Jun 2021 - Aug 2021Washington, Dc, Us• Negotiating multimillion-dollar contracts• Developing the agency’s annual budget• Acquiring products and services from industry partners• Developing negotiation positions• Providing financial support for major acquisition programs -
Food ServerThe Greene Turtle Sports Bar & Grille May 2020 - Sep 2020Columbia, Md, Us• Attending to the needs of the guests and assuring they get their food promptly.• Greeting guests as they enter and seating them in proper sections• Cleaning all workstations and expo areas for healthy food practices. -
Community Center AssistantTowson University Oct 2018 - May 2020Towson, Md, Us• Maintaining safety within the dormitory and ensuring over 100 residents live in the building with high resident satisfaction.• Identifying concerns or questions residents have and generating solutions for everyone within the dormitory, on campus, or the Towson area.• Signing in over 20 guests daily to the resident to the school management system. -
InternMorgan Stanley Dec 2019 - Jan 2020New York, Ny, Us• Communicated and persuaded clients to use Morgan Stanley Online in person and over the phone.• Created Excel spreadsheets with stock data and analysis customized and presented to clients with unique investment options.• Organized and created presentations for registered associate meetings within the firm. -
LifeguardPerryhall Swim Club May 2014 - Dec 2019• Enforced the rules and regulations of the swim club.• Audited the money for the guest fees and the snack bar money of over $500 daily.• Attended to guests' needs and maintaining a clean pool ground.
Kai Kressman Education Details
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The University Of GeorgiaFinancial Planning And Services -
Towson UniversityFinance And Financial Management Services
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Eastern Technical High SchoolGeneral
Frequently Asked Questions about Kai Kressman
What company does Kai Kressman work for?
Kai Kressman works for Verdence Capital Advisors
What is Kai Kressman's role at the current company?
Kai Kressman's current role is Family Office Client Service Specialist at Verdence Capital Advisors.
What is Kai Kressman's email address?
Kai Kressman's email address is kk****@****nce.com
What is Kai Kressman's direct phone number?
Kai Kressman's direct phone number is +144332*****
What schools did Kai Kressman attend?
Kai Kressman attended The University Of Georgia, Towson University, Eastern Technical High School.
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