Rudeen Hoffman

Executive Assistant @Copia Wealth Studios

Calgary, AB, CA

I am working as an Executive Assistant (EA) for a CEO, and I am responsible for managing the CEO\'s schedule, coordinating meetings and travel, handling correspondence, and preparing reports. I serve as a liaison between the CEO and other stakeholders, ensuring smooth communication and prioritizing tasks. Additionally, I oversee special projects, organize travel arrangements, and support the CEO in strategic planning, decision-making processes, and implementation, enhancing the CEO\'s productivity and efficiency.Company Info: Copia’s WealthOS gives wealth owners & managers the ability to analyze, track and engage with all their assets. Copia seamlessly aggregates investment data from disparate systems, portals and documents into a single, unified view and leverages AI to validate data and provide valuable insights for better decision making. Whether managing your own portfolio, running a family office, or overseeing multiple clients, see your investments in a new light by putting your Assets Under Intelligence™. Embrace elegance and build a deeper understanding of your portfolio, make more informed decisions about future allocations, and feel confident in both investment and manager performance.

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