Zuhra Aziz is the Administrative Coordinator and provides client meeting preparation support to Financial Advisors as well as monitors client pipeline development and any relate client service activities. In addition, Zuhra supports the Chief Compliance Officer with monthly, quarterly and annual reporting required for SEC reporting.
Zuhra has over 9 years in banking and financial services working with Bank of America and Branch Banking & Trust. There, she maximized the depth and profitability of the client’s relationship by partnering with sales specialists in retail lending, investments and other product areas. Additionally, Zuhra provided high-level administrative support to the company CEO and leadership, including conference calls, management meetings, and special events. Zuhra holds an Associate degree from Ashford University.