Future focused investment professional pursuing my career in wealth management and financial planning at Fidelity.
Qualified ISR I with extensive experience in investment solutions, supporting clients to meet their financial goals. Demonstrated ability to craft tailored investment strategies and provide exceptional customer service. Proven track record in leveraging analytical skills and financial expertise to enhance client portfolios and drive success.
● Provided superior guest relations and student enrollment.
● Performed AR/AP and oversaw database design.
● Managed general staff of 24 and all client correspondence and records.
● Performed QBO bookkeeping in preparation for CPA.
● Managed busy multiple- location Airbnb service.
● Increased gross revenue by 300%.
Series Licenses: 7, 63, 66
Business Specialization
Bookkeeping
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