Financial Advisor Assistant
As a financial advisor assistant, I provide support to financial advisors in the wealth management firm. I maintain and organize all client information in order to provide excellent customer service for clients. I also assist in managing client relationships so clients can achieve their current and future financial goals.
As an athlete, I know that it takes teamwork to make the dream work. That is why I am a solid team player within the firm. In high school during my time in DECA, I developed strong skills in entrepreneurship and leadership. I bring these skills to my current role as a financial advisor assistant and would consider myself a true asset to the firm.
I am currently pursuing a Bachelor of Science in Business. I devote my free time to volunteering in the community and keeping fit by working out. I enjoy reading, listening to podcasts and watching sports.