Cheryl Hudson

Client Manager at Simplify Wealth LLC
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Contact Information
Location
Minneapolis, Minnesota, United States, US

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Credentials

  • Adult Mental Health First Aid
    National Council for Mental Wellbeing
    Aug, 2023
    - Sep, 2024

Experience

    • Financial Services
    • 1 - 100 Employee
    • Client Manager
      • May 2022 - Present

      As part of a Virtual Family office, I manage the details of our clients’ financial lives, design and maintain effective processes and perform other miscellaneous tasks to support client lifestyle. My goal is to give my clients time for other priorities and activities they enjoy. Simplify Wealth understands the complexities and responsibilities that come with wealth, and we work to improve our clients’ lives, allowing them to enjoy what they have built. We design customized Virtual Family Office systems with services selected from our three business units: Personal Wealth CFO, Outsourced Business Support, and Wealth Concierge. See our website at www.simplify-wealth.com/services for a complete list of our service offerings. Show less

    • Ireland
    • Business Consulting and Services
    • 700 & Above Employee
    • Manager
      • Jan 1995 - Feb 2003

Education

  • Purdue University
    Bachelor of Science - BS, Computer & Electrical Engineering
    1990 - 1994

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