Experience

Simplify Wealth LLC

• Financial Services
• 1 - 100 Employee

• Senior Client Manager

  • Sep 2021 - 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 with a high level of expertise. 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



SS&C Technologies

• United States
• Software Development
• 700 & Above Employee

• Associate Director, Relationship Management

  • Oct 2019 - Sep 2021

• AVP, US Client Service

  • Mar 2018 - Oct 2019

• Fund Accounting Manager

  • Dec 2016 - Mar 2018


Wells Fargo Securities
• United States
• Investment Banking
• Fund Accounting Manager

  • Sep 2011 - Dec 2016

EY
• Entertainment Providers
• 1 - 100 Employee
• Auditor

  • Sep 2009 - Sep 2011