Vicki is a CPA with over 30 years of experience in investment and portfolio management, trust administration, income and estate taxation and family office services. She began her career with Arthur Andersen, where she was a Tax Manager. Most recently, Vicki was a Vice President for seven years at a multi-family office and trust company, serving families with an average of $60 million in net worth.
Vicki holds a B.S. in Accounting from Louisiana State University. She has also completed levels 1 and 2 of the Chartered Financial Analyst Exam.
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