Communications & Operations Associate
- Develop communication material including but not limited to Quarterly newsletters, monthly commentaries, charts, marketing brochures etc.
- Assist with the presentation and perform moderator duties for the Quarterly Tanglewood Webcast
- Update and maintain Tanglewood website
- Assist with the daily Client Servicing responsibilities for the Tanglewood’s investment advisory accounts
- Assist in general office duties
- Joined Tanglewood Total Wealth Management in August 2008 and then again in January 2019 after a 5 year sabbatical
- Bachelors of Commerce Degree from India