Location:
West Chester, PA
Industry:
Financial Services
Work:
Envestnet, Inc
Overlay Services Specialist
Janney Montgomery Scott Llc Jan 2018 - Nov 2018
Managed Accounts Consultant
Vanguard Aug 2016 - Jan 2018
Flagship Services at Vanguard
Iredia Ekhato Photography Aug 2016 - Jan 2018
Owner and Operator
Education:
West Chester University of Pennsylvania 2012 - 2016
Bachelors, Bachelor of Science, Business Administration, Management, Business Administration and Management
Pennsylvania Institute of Technology 2010 - 2012
Associates, Associate of Arts, Business Administration, Management, Business Administration and Management
Skills:
Microsoft Office
Time Management
Financial Services
Customer Relationship Management
Creative Problem Solving
Client Services
Investment Management
Securities
Investment Strategies
Financial Modeling
Investment Advisory
Morningstar
Thomsonone
Collaborative Problem Solving
Business Relationship Management
Wealth Management Services
Wealth Management
Trading
Public Policy
Customer Service
Certifications:
Series 7
Series 63
Series 65