Keysi Hodge is a New Business Processor at McAdams Group, LLC., a full service financial advisory firm in Memphis, TN.
Education / Credentials:
I hold a Bachelor’s degree in Law and have experience in various administrative roles, including Executive Assistant, Office Manager, and Project Manager. I have supported operations, managed client communications, coordinated projects, and handled administrative and financial processes.
Knowledge:
Client onboarding support and communication (English/Spanish , retirement account processing, documentation accuracy, CRM tracking, confidential information handling, workflow organization, and operational support to ensure a smooth and compliant client experience.
Passions:
I love spending time with my family, and friends. I have a passion for photography and interior design, and I enjoy learning, and staying organized. My long-term goal is to continue growing professionally while maintaining strong family values and balance.
Favorite Part of the Job:
I like being able to make things clearer and more manageable for clients. It means a lot knowing that my work contributes to giving families peace of mind and confidence in their financial goals and plans.