Cici He is a dedicated client relations professional in the wealth management industry, committed to delivering exceptional service and fostering long-term client relationships. She joined Ashford Advisors in October 2024 as a Client Relations Manager under Wealth Management Advisor Nancy Du.
In her role, Cici serves as the primary point of contact for clients, ensuring seamless communication, addressing inquiries, and providing a personalized client experience built on trust. She works closely with financial advisors and team members to coordinate; financial services, financial professionals, and ensure clients' financial needs are met effectively.
Beyond client service, Cici plays a key role in client retention and satisfaction by proactively gathering feedback, identifying potential concerns, and enhancing the overall client experience. She also leads efforts in organizing events and communications to keep clients engaged and informed about their financial progress.
Cici holds a bachelor’s degree in communications from Ohio State University and later earned an MBA. She has a strong background in project management from her time at VIDAA and business development with ACCEL Flight Simulation. Additionally, she is a seasoned communications professional with experience at Boeing Tianjin and BOC Aviation.
Inspired by her mentor, Nancy Du, Cici is passionate about helping others thrive and spreading positivity in every aspect of life. She believes that even small acts of kindness can create lasting ripples, embodying her favorite quote: "A single act of kindness throws out roots in all directions, and the roots spring up and make new trees." – Amelia Earhart.
Education, Training, Memberships
2012 – Ohio State University - Undergraduate in Communications
2021 - Herzing University - MBA
Cici He, offers support staff services to Ashford Advisors and is not registered to offer products & services. Ashford Advisors is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.