
Detail-oriented Financial Analyst skilled in analytical research and client service. Demonstrated ability to deliver comprehensive reports and manage time effectively, ensuring client satisfaction and operational efficiency.
Researched and compiled in-depth reports on individual stocks and ETFs, assessing their suitability for portfolio diversification.
-Completed weekly expense reports for the firm
-Learned and processed paperwork for client customer service issues.
-Followed up on client outstanding items to ensure completion
Deans List all 4 years with a GPA of 3.6