CA

Chelsea McCormack Acsi

Investment Support Assistant at Adam & Company Wealth Management

Chelsea McCormack ACSI has a strong background in the financial sector, with experience in investment support, client onboarding, operations, and archiving roles. Chelsea has worked at Adam & Company Wealth Management and RBS, demonstrating their expertise in providing high-quality customer service and support. Chelsea continuously seeks to enhance their knowledge and skills through various certifications from renowned institutes in the financial industry. Chelsea is known for their professionalism, attention to detail, and dedication to ensuring client satisfaction.

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Timeline

  • Investment Support Assistant

    October, 2021 - present

  • Investment Associate

    October, 2017

  • Client Relationship Manager

    September, 2015

  • Client Onboarding Officer

    August, 2014

  • Operations Officer

    June, 2013

  • Archivist

    November, 2012