Avid Wealth Partners Feb 2017 - Jul 2018
Associate Wealth Management Advisor
Lifetime Fitness May 2016 - Jan 2017
Group Training Coordinator
Lectron Fuel Systems May 2016 - Jan 2017
Operations Director and Partner
Education:
College For Financial Planning 2017
St. Mary's University 2013 - 2015
Bachelors
Skills:
Financial Analysis Retirement Planning Business Operations Financial Services Leadership Strategic Planning Finance Financial Planning Customer Relationship Management Customer Service Team Building Small Business Retirement Planning Client Relationships Strengthening Retirement Income Strategies Financial Advisory