Wedson KAZAMBWE, MA, MBA

- Advanced Hedge Funds and Private Equity business knowledge

-Lead digitization and automation efforts
- Solve intricate AWM tax challenges
- Mentor and guide team members
- Foster and sustain client relationships
- Navigate complex tax scenarios effectively

• Conduct thorough examinations of client accounts to identify and correct discrepancies, caused by missing transactions and/or duplicate entries, between posted transactions and actual account balances
• Reviewed customer claims, identified discrepancies and determined appropriate course of action.
• Prepared detailed reports on claim status, payment history, and other relevant information.

• Prospecting, Marketing initiatives to generate referrals and new leads.
• Provided administrative support and assisted in the preparation of client presentations, reports and documents.