Lenox Advisors is a wealth advisory firm focusing on Wall Street executives, Hedge Fund managers and Business owners. Most of our clients retain us to be their "personal CFO." We coordinate all aspects of their financial lives, including retirement planning, asset management strategies, risk management, estate planning, insurance, college education planning, etc. For our corporate clients, we advise them on all different types of benefit programs and qualified plans for their employees, including customized carve-out programs for senior executives.

Provides Administrative Support to the Principal.- Manages Client Financial Portfolios to improve and refine their Estate Planning. -Manages all day-to-day client relationships and individual cases, including all Life Insurance applications, medical underwriting etc. -Responsible for Data Collection and production of reports for Life Insurance and Health Insurance across multiple databases. -Office administration including dealing with all client queries, problem solving, personnel files, and troubleshooting.

- Managed project budget and compiled monthly reports including all in-house accounting of the business, management of rents and tenants relating to cash flow and expenses.- Worked closely with accountants and tax authorities; Oversaw financial and project control issues; -Facilitated contractual relationships between city officials, contractors and subcontractors;- Provided operational support for all key members of the project, including the project manager, real estate developer and principal of the company.

Manager of Operations – Solely responsible for the management and operations of a medical office, grossing over $1m dollars a year.- Responsible for the operational and strategic direction of office staff, including hiring, training, accountability and retention of all employees.- Monitored development of the business ; implemented customer service strategies and goals to ensure better practices for the office.- Oversaw the daily operations of the business; responsible for all in-house accounting which included upgrading and standardizing office payroll and billing. - Formulated and negotiated business contracts with hospitals and other health care agencies.

Research Analyst – Responsible for all research performed for a law firm practicing estate planning and business law. -Conducted and prepared briefs, memoranda and other discovery documents for civil litigation.-Created Advance Health Care Directives for new clients and assisted in the preparation of wills and trusts; formed LLC, Corporations and other business documents. -Actively participated in mediation and worked closely with the partners of the firm in the preparation, coordination and management of meetings.