Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
1
1
year of professional experience
Work History
Financial Advisor Intern
Truepwa
01.2024 - Current
Prepared detailed reports on market trends and economic indicators for informed decision-making among team members.
Assisted in portfolio management for optimal investment performance and risk mitigation.
Maintained accurate, up-to-date financial spreadsheets and databases for reliable reference.