I am a Family Office Associate at Nicholas Hoffman & Company, a boutique wealth management firm that serves high-net-worth individuals and families. I graduated with a Bachelor of Arts in Finance and Financial Management Services from Clark Atlanta University in 2020, where I also obtained the Bloomberg Market Concepts Certification and the Volunteer Income Tax Assistance and Tax Counseling for the Elderly Certification. My core competencies include general administration, confidentiality, problem solving, and customer service.In my current role, I manage client accounts from onboarding, transferring assets, monitoring transactions, and account balances. I also provide administrative support to multiple Investment Advisors through generating subscription agreements for private debt, private equity, REITs, and hedge funds, including transferring interests and managing payments for capital calls and offerings. I am passionate about helping clients achieve their financial goals and creating long-term relationships based on trust and professionalism. I value teamwork, collaboration, and learning from diverse perspectives and experiences. I am eager to contribute to the growth and success of your organization with my skills and expertise.
Listed skills include Microsoft Excel, Time Management, Microsoft Powerpoint, Inventory Management, and 5 others.
