Tajaná Harrell
Family Office Associate @ Nicholas Hoffman & Company | Financial Research, Client Service, Administration
- Role
- Family Office Associate at Nicholas Hoffman & Company
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Tajaná Harrell
I am a Family Office Associate at Nicholas Hoffman & Company, a boutique wealth…
Experience
Family Office Associate
Mar 2021 — Present · Atlanta, GA, US
Manage client accounts from onboarding, transferring assets, monitoring transactions & account balances• Provide administrative support to multiple Investment Advisors for over 100 retail clients & 15 institutional clients• Generate subscription agreements for private debt, fixed income, private equity, REITs, Hedge Fund investment deals, including transferring interests and managed payments for capital calls and REIT offerings
Education
Clark Atlanta University
Bachelor of Arts - BA
2016 — 2020
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