Senior Solutions Analyst
BA Finance | University of North Texas
General Studies | Texas A&M University
5 Years Experience | Senior Operations Analyst
2 Years Experience | Investment Analyst
4 Years Experience | Asset Manager
Hilary brings a strong analytical background to the Addicus team. As a Strategy Analyst, she works with relationship managers and the Addicus data team to build analytical models and recommendations for estate planning, insurance, ongoing finances, and personal assets based on the clients’ personal financial enterprises.
Whether she is maintaining a client’s ongoing balance sheet, monitoring capital transactions, or running the analysis on each client’s tax plan, Hilary is the one making sure that every rock is overturned and every plan is fully analyzed and vetted.Contact vCard firstname.lastname@example.org 662.371.4124