Synergy Wealth Strategies
Financial Advisor
Synergy Wealth Strategies May 2017 - Aug 2017
Intern
Baiting Hollow Golf Club Oct 2012 - Aug 2016
Golf Course Assistant
Education:
Salve Regina University 2014 - 2018
Bachelors, Financial Management
Skills:
Microsoft Office Sales Personal Financial Planning Financial Analysis Financial Markets Equities Payroll Mutual Funds Trend Analysis Microsoft Excel Customer Relationship Management Quickbooks Teamwork Time Management Leadership Customer Service Portfolio Performance Analysis Financial Market Research
Certifications:
Microsoft Office Specialist Word 2016 Microsoft Office Specialist Powerpoint 2016 Microsoft Office Specialist Excel 2016 Quickbooks Certified User Desktop 2017 Life, Health & Accident Broker Series 7 Series 66 Notary Public