Account Executive – Family Office Services
As manager of the firm’s “Family Office Services,” Elaine Kazzi helps busy, affluent individuals and families to manage their day-to-day financial affairs, including taking care of all personal and business bills, reconciliations, and personal financial statements. This enables clients to focus their time on the things that matter most to them and deal with the many demands of work, family and other responsibilities. Ms. Kazzi works in conjunction with the tax department at year-end to create a seamless flow from family bookkeeping to tax preparation for family members and their trusts and estates.
Ms. Kazzi also directs all of Smith Dickson’s administrative activities, including: information technology, payroll, human resources and document management. She supervises administrative personnel, oversees bookkeeping, purchasing, physical facilities and public relations. Ms. Kazzi plans, schedules, organizes and manages meetings, conferences and events.
Ms. Kazzi has over 30 years experience in the finance industry, working for companies such as Citicorp, AT&T Finance, California Bank & Trust. Her positions included: Equipment Leasing Portfolio Manager, Enforcement of Creditors’ rights including Bankruptcy Actions and Workouts, Collections, Equipment Disposition, Sales Tax and Property Tax Expert, and Documentation.
Her favorite pastimes include activities with her children, visiting Disneyland regularly as a Premium Passholder, and she is a foodie, “someone who has an ardent or refined interest in food.”