Experience

Simplify Wealth LLC

• Financial Services
• 1 - 100 Employee

• Client Manager

  • May 2019 - Present

  FOCUSED ON YOU, MAKING THINGS HAPPEN, TO SIMPLIFY YOUR WEALTHSimplify Wealth provides a unique service that addresses a missing component in coordinating and simplifying wealth. Simplify Wealth provides focused, independent, “family office” services. Gain the benefits of an independent dedicated advisor, focused on your personal situation. Simplify Wealth offers complimentary services to other advisors and helps coordinate the whole team of specialists. They work with clients to develop tax and estate planning strategies and then successfully implement those strategies. Along the way, the Simplify Wealth team cultivates meaningful partnerships with their clients’ professional advisors. Learn more at www.simplify-wealth.comSimplify Wealth offers a suite of services to match your financial objectives:Personal CFO • Family CFO • Financial Coordination • Financial Transition Consulting • Concierge/Personal Assistant Services • Real Estate Management • Household Payroll Management • Foreign Tax Reporting • Budgeting and Expense Tracking • Trust Administration • Charitable Gift Coordination • Business ConsultantSimplify Wealth's Financial Transition Consulting service removes the financial stress and confusion from challenging transitions in life. Individuals who may have recently received an inheritance, lost a loved one, sold a business or experienced a divorce, need to understand the financial impact of those events. Angela and her team will provide guidance with finances, and improve understanding of the immediate and long-term impacts of their decisions



BDO USA, LLP

• United States
• Accounting
• 700 & Above Employee

• Administrative Assistant

  • Dec 2011 - May 2019

  Provide administrative support to the Tax department Partners, Directors, and Managers. My main job function is to process tax returns, as well as manage and monitor GoFileRoom, a due date tracking software, and GoRs, a tax preparation/e-filing software. I also produce a variety of materials and media. Provide administrative support to the Tax department Partners, Directors, and Managers. My main job function is to process tax returns, as well as manage and monitor GoFileRoom, a due date tracking software, and GoRs, a tax preparation/e-filing software. I also produce a variety of materials and media.



Salon Marquee

• Receptionist

  • May 2007 - Dec 2011

  Answer incoming phone calls, greet clients and respond to general needs of stylists. Answer incoming phone calls, greet clients and respond to general needs of stylists.