TAG Family CFO Broadens Service Offerings with Executive/Personal Assistance
Johanna Moffat Brings Over 20 Years of Executive Assistance Experience to Compliment Personal, Financial Concierge Services
La Jolla, CA, April 02, 2014 --(PR.com)-- TAG Family CFO, Southern California’s premier outsourced accounting services and financial reporting firm for affluent families and entrepreneurs, is pleased to announce a new strategic hire. The firm will now be offering an outsourced solution for executive/personal assistance in addition to their personal financial concierge capabilities.
Joining TAG Family CFO is Johanna Moffatt, with over 20 years of executive/personal assistant experience with both corporate and family office support, including office management, event planning, and estate management with human resources responsibilities.
“With TAG’s recent expansion into Orange County, the timing was perfect to evolve our services in response to our client’s needs,” said Anneke Stender, Vice President of TAG Family CFO. “Johanna has a true passion for helping others create and enjoy their free time, with strong attention to detail and a solid reputation. She is the perfect fit to our team,” she said.
Within the role, Moffatt will provide a confidential, professional and personalized approach to ensure day-to-day support and organization for TAG Family CFO clients. The new service offerings will be catered to each client and can include calendar management, administrative tasks, travel arrangement, vendor and household staff support, event planning and special projects.
TAG Family CFO has three office locations in Southern California: 1227 Prospect Street, Suite 200, La Jolla, CA 92037; 16904 via de Santa Fe, Rancho Santa Fe, CA 92067 and newly opened 23 Corporate Plaza, Suite 150, Newport Beach, CA 92660. www.teamtag.net
Joining TAG Family CFO is Johanna Moffatt, with over 20 years of executive/personal assistant experience with both corporate and family office support, including office management, event planning, and estate management with human resources responsibilities.
“With TAG’s recent expansion into Orange County, the timing was perfect to evolve our services in response to our client’s needs,” said Anneke Stender, Vice President of TAG Family CFO. “Johanna has a true passion for helping others create and enjoy their free time, with strong attention to detail and a solid reputation. She is the perfect fit to our team,” she said.
Within the role, Moffatt will provide a confidential, professional and personalized approach to ensure day-to-day support and organization for TAG Family CFO clients. The new service offerings will be catered to each client and can include calendar management, administrative tasks, travel arrangement, vendor and household staff support, event planning and special projects.
TAG Family CFO has three office locations in Southern California: 1227 Prospect Street, Suite 200, La Jolla, CA 92037; 16904 via de Santa Fe, Rancho Santa Fe, CA 92067 and newly opened 23 Corporate Plaza, Suite 150, Newport Beach, CA 92660. www.teamtag.net
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TAG
Sara Gilman
619-225-9322
www.teamtag.net
Sara Gilman
619-225-9322
www.teamtag.net
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