Senior Financial Administration Consultant
With a background in accounting and client service, Alexis Capron-Cook has a diverse skillset that spans tax preparation, bookkeeping, quarterly reporting, bill pay and more. At Callan Family Office, she records day-to-day financial transactions, prepares and maintains accounting records, and liaises between private and business entities, tax accountants and attorneys, among other responsibilities.
Most recently, Alexis served as a senior operational accountant within the Advice & Planning Center of Excellence, which is a part of WIM, Wells Fargo’s leading provider of financial and investment services for high-net-worth clients. While there Alexis handled a variety of operational accounting activities associated with maintaining ledger/customer accounts and for developing reports for complex financial profiles. Previously, she was a tax and client accounting services associate at an accounting firm.
Alexis earned her Bachelor of Science degree in accounting from Gardner-Webb University in Boiling Springs, N.C.
Contact Callan Family Office
Our goal is to orchestrate the opportunities associated with wealth and provide a clear path forward. To learn more about how we can best serve you, please reach out to our team.