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Precious Boakye

Precious Boakye

Associate at Windsor Advisory Group, LLC

Columbus, OH , United States

About

Precious Boakye is an Associate at Windsor Advisory Group in Columbus, Ohio, where she plays a key role in supporting the firm's delivery of personalized investment strategies and comprehensive family office services to high-net-worth individuals and their families. Windsor Advisory Group is known for its tailored wealth management solutions, with a strong emphasis on generational wealth transfer, portfolio management for individuals and pooled investment vehicles, and advisory services for significant life and business transitions.

Her professional experience includes serving as Global Data Analytics Lead Trainer and Back-Up Team Lead in Global Data Analytics at Bloomberg, where she developed advanced expertise in financial data analysis, risk assessment, and process optimization in capital markets and financial technology environments. At Windsor, her background in analytics enhances the firm’s research and client advisory capabilities, particularly around asset allocation and due diligence for traditional and alternative asset classes.

Precious holds an MBA from William Paterson University of New Jersey, a Bachelor of Science in Business Management from Kean University, and an Associate of Science in Business Administration from Middlesex County College. Her education and career demonstrate a strong command of investment management fundamentals, operational efficiency, and effective communication within complex financial organizations. She contributes to Windsor’s leadership in delivering trusted, data-driven investment solutions aligning with clients’ long-term objectives.

Career History

OrganizationRoleDate RangeDetails
Windsor Advisory GroupAssociateSep 2024 to Present
BloombergGlobal Data Analytics Lead TrainerAug 2023 to May 2024
BloombergBack-Up Team Lead, Global Data AnalyticsFeb 2023 to Aug 2023
Bloomberg LPTrainer, Global Data AnalyticsApr 2022 to Feb 2023
Dow JonesClient Service AssociateJan 2021 to Apr 2022
•Assisted clients on Dow Jones suite of products and services such as The Wall Street Journal, Barron’s, and MarketWatch •Guided members in navigating through different channels of technology •Provide...
Valley BankUniversal BankerJul 2017 to Dec 2020
•Performed all monetary transactions •Balanced individual cash and end of day proof •Trained new employees •Assisted clients with their online banking needs as a digital ambassador •Analyzed and liste...
WalmartSales AssociateSep 2014 to Jun 2017
•Worked on a cash register •Stocked new merchandise on sales floor •Organized the back room and inventory charts for shoes and jewelry department •Repaired watch batteries •Maintained a neat and safe ...

Education

Kean University

Bachelor of Science - BS, Business Management

Middlesex County College

Associate of Science - AS, Business Administration and Management, General

William Paterson University of New Jersey

Master of Business Administration - MBA

Others at Windsor Advisory Group, LLC (9)

NameRoleLocation
Alex Moeslein
Alex Moeslein
AssociateColumbus, OH , United States
Clayton Hall
Clayton Hall
PartnerColumbus, OH , United States
Jacob Bick
Jacob Bick
AssociateColumbus, OH , United States
Katelin Meredith
Katelin Meredith
AssociateUnited States
Paul Geiger
Paul Geiger
AssociateColumbus, OH , United States
Jacob Grow
Jacob Grow
AssociateColumbus, OH , United States
Jon Eesley
Jon Eesley
PrincipalWesterville, OH , United States
Rishabh Shah
Rishabh Shah
AssociateWesterville, OH , United States
Suryansh Agrawal
Suryansh Agrawal
AssociateColumbus, OH , United States

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