Novem Group
Investment Assistant Manager
American Portfolios Team Apfs
Investment Assistant
Crossbridge Financial Group Aug 2015 - Jan 2016
Financial Planning Assistant
American Portfolios Oct 1, 2014 - Aug 2015
Financial Assistant and Customer Service Manager
Axa Advisors May 2004 - Oct 2014
Administrative Marketing Assistant
Education:
Bryant & Stratton College 2000 - 2002
Associates, Business Administration, Management, Business Administration and Management
Skills:
Notary Public Powerpoint Customer Service Microsoft Word Time Management Leadership Financial Planning Marketing Microsoft Excel Organization Skills Scheduling Outlook
Home Based Business Wellness Coaching Customer Service Fitness Wellness Lifestyle Team Building Marketing Nutrition Social Networking Small Business Public Speaking Sales Weight Weight Loss Coaching Supplements Financial Freedom Network Marketing Coaching Vitamins Strategic Planning Direct Sales Healing
Bryant & Stratton College 2001 - 2004
Associates, Business Administration, Management, Business Administration and Management
Spencerport Central School District
Skills:
Microsoft Office Microsoft Word Microsoft Excel Office Administration Time Management Organization Customer Service Outlook Manage Client Relationships