Reese Raffo

Wealth Strategies Administrator at Strazzeri Mancini LLP

Role: Wealth Strategies Administrator at Strazzeri Mancini, Llp
Location: San Diego, CA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Reese Raffo

Graduate of University of California, Santa Barbara. Bachelor\'s degree in Political…

Experience

Wealth Strategies Administrator
Strazzeri Mancini, Llp
Jan 2024 — Present · San Diego, CA, US
Inbounding all $20-$200 million net worth clients. As well as, scheduling and attending meetings, taking detailed notes, maintaining all records, and performing any invoicing need upon engagement. Acting as the point of contact among executives, employees, clients, and other external partners.Highly organized and detail-oriented executive assistant, with a proven ability to manage business office functions, provide executive-level support, and facilitate smooth operations and successful project deliverables. Provides administrative assistance, such as writing and editing e-mails, drafting memos, letters, reports, invoices, and preparing communications on the partner\'s behalf. Arranged travel and accommodations for partners. Posts job listings and perform interviews for open positions within the firm.

Education

University of California, Santa Barbara
Bachelor of Arts - BA
2014 — 2018

Skills

Indesign
Photoshop
Microsoft Word
Microsoft Office
Social Media Marketing
Powerpoint
Microsoft Excel

Contact information

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Work email
r••••@strazzerimancini.com
Personal email
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Current company

Strazzeri Mancini, Llp

Legal Services · 18 employees · Founded 2000 · San Diego, California, United States

Strazzeri Mancini LLP: Helping successful families and business owners get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate planning, business succession, and family governance counseling. • Estate, business and tax planning, family wealth counseling, chaos and incident resolution. By combining your family\'s legal, financial, tax, philanthropic and business matters into an unified plan, Strazzeri Mancini LLP can: Increase your control over your affairs; Assure the continuance of your lifestyle & the protection of your assets Enable you to pass your values and work ethic to your heirs; Substantially reduce excise, gift, estate, income and generation-skipping taxes; Manage the value of your business interests; and Keep your affairs free from publicity and the costs and delay of probate. Different families have different planning needs. Each will be concerned with bringing order to their affairs as well as passing on their goals, values, and passion for life\'s important matters. Families of modest means need to provide for their physical and financial concerns, as well as long term care. Families who are members of the great American middle class need to protect their hard-won assets, to use the tax laws to maximum advantage, and to ensure their children\'s inheritance. Affluent families must concern themselves with the same issues, as well as the stewardship of their wealth, their enduring significance and impact on society, and the responsibilities they wish to pass on to their family members. We collaborate with other attorneys, financial planners, accountants, stockbrokers, and insurance professionals in order to serve the specialized planning needs of individual families.

strazzerimancini.com

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