Behind every great firm are outstanding individuals. The team at Atlas is made up of a dynamic group of individuals – each with their own unique story and journey. We believe in celebrating and fostering the diverse and rich set of interests and skills of our team members so that collectively, we can bring that same commitment to our clients as they pursue their goals and passions.
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Client Services Assistant
518-482-5777
Jade is a Client Services Assistant at Atlas Private Wealth Management. In this role she supports the Client Services team in facilitating client requests and supporting the advisors.
Prior to joining Atlas, she worked at a non-profit where she implemented virtual and in-person events that promoted cross-cultural experiences between international students in the greater New York City area and their American peers. Her work with international students focused on a seamless transition to the United States and providing them with an enriched experience while in NYC. As part of this, she coordinated engaging events through an educational and professional lens.
Jade is a graduate of the University of Exeter where she studied International Relations. She later earned her Master’s in Conflict Resolution in Divided Societies from King’s College of London.
Originally from Port Jervis, NY, Jade has made the Capital Region home. She is very active and enjoys going for a hike or run when the weather is nice. With her love of travel, when the opportunity presents itself, you can find her planning her next adventure.
Join us for a one-hour seminar covering common mistakes to avoid and simple strategies to leverage as you enter retirement.
We will be covering key points from the tax reform law and its implications for individual investors and business owners.
