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@calderwoodfinancial.com
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Sandra Khan is listed as Director Of Operations at Calderwood Financial Strategies, Inc. at Calderwood Financial Strategies, Inc., a with 6 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at calderwoodfinancial.com and a matched LinkedIn profile for Sandra Khan.
Sandra Khan previously worked as Director Of Operations at Calderwood Financial Strategies, Inc. and Executive Assistant at Susman Family Office. Sandra Khan studied at Lee College.
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AeroLeads found 1 current-domain work email signal for Sandra Khan. Compare company email patterns before reaching out.
Sandra Khan is a Director Of Operations at Calderwood Financial Strategies, Inc. at Calderwood Financial Strategies, Inc.. She possess expertise in communication skills, planning and organizing skills, problem solving, microsoft applications, leadership and 13 more skills.
Listed skills include Communication Skills, Planning And Organizing Skills, Problem Solving, Microsoft Applications, and 14 others.
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Houston, Texas Area
• Manage day-to-day operations of financial services firm• Coordinate workflow for new business for large multi-million dollar accounts• Assist company President with weekly Team meetings• Manage firm’s heavy compliance requirements• Onboard new employees• Prepare extensive client proposals and presentations• Participate in new and existing client meetings for operational support
Houston, Texas Area
• Support Ellen and Steve Susman;• Maintaining schedules in Houston, New York City, Washington D.C., Aspen, and Napa;• Coordinate extensive travel and private plane flight schedules;• Support Susman Family Foundation;• Manage art collection in 4 states;• Assist Family Accountant with accounts payable functions over 4 states;• Manage political contributions in multi states.
Houston, Texas Area
• Executive Assistant to Company President with affluent client base• Client proposals and presentations up to $10,000,000• Preparation and analysis of client illustrations/sales materials• Management of required regulatory compliance • Maintenance of schedules, including travel arrangements and expense reporting• Strong focus on customer relationship retention• Office Payroll and Accounts Payable functions
Houston, Texas Area
Houston, Texas Area
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Sandra Khan works for Calderwood Financial Strategies, Inc..
Sandra Khan is listed as Director Of Operations at Calderwood Financial Strategies, Inc. at Calderwood Financial Strategies, Inc..
AeroLeads has found 1 work email signal at @calderwoodfinancial.com for Sandra Khan at Calderwood Financial Strategies, Inc..
Sandra Khan is based in Houston, Texas, United States while working with Calderwood Financial Strategies, Inc..
Sandra Khan has worked for Calderwood Financial Strategies, Inc., Susman Family Office, Houston Women'S Ob/Gyn Associates, St. Luke'S Episcopal Health System, and Integrated Management Services, Inc..
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Sandra Khan studied at Lee College.
Sandra Khan is listed with skills including Communication Skills, Planning And Organizing Skills, Problem Solving, Microsoft Applications, Leadership, Sales, Customer Service, and Negotiation.
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