Kate Halickman
Boca Raton,FL
Summary
Dynamic financial advisor with expertise in CRM, financial planning, and portfolio management. Proven ability to build strong client relationships and deliver innovative solutions in fast-paced environments.
Overview
5
5
years of professional experience
2
2
Certifications
Work History
Financial Advisor
UBS Financial Services
Boca Raton, FL
10.2022 - Current
eHelp clients with financial planning
Help foster and build relationships with clients
- Financial planning and building out FGA
- Overseeing portfolio, construction, and recommendations towards asset allocation
- Being able to work in a fast paced environment and manage multiple tasks at once
Siemens Healthineers
Customer Finance Intern
Raleigh, NC
01.2021 - 10.2021
- Worked and communicated on multiple teams and projects.
• User skills of Microsoft Office (PowerPoint, Excel, Word) Microsoft Team, SAP…. etc.
• Manage customer accounts and communicate with customers concerning their accounts.
• Design information for new employees.
• Created new system for filing legal documents.
Education
BBA - Marketing, Minor International Business
Queens University of Charlotte, McColl School of B
Charlotte NC05-2022
Skills
- Well, versed CRM
- planning software like UBS FGA and other platforms such as money guide pro
- MS Excel
- Budget development
Certification
Series 7
Timeline
Financial Advisor
UBS Financial Services
10.2022 - Current
Siemens Healthineers
Customer Finance Intern
01.2021 - 10.2021
BBA - Marketing, Minor International Business
Queens University of Charlotte, McColl School of B