About
At Rivertan,
- Trained with eMoney financial planning software to add clients personal and financial information forms to build a financial portfolio
- Shadowed and annotated conference calls and meetings with group’s clients and investment managers
- Completed tutorials for Redtail Accounts and organized clients into groups based on their importance/experience with the company
- Created model portfolios for different types of qualified accounts (ETFs, Mutual Funds and Stocks)
- Created Microsoft Excel spreadsheets for office housekeeping
Skills Dashboard
over 3 years
Of being an active member on CapSource
12
Completed Courses
0
Mentor experiences
Employment History
Education
Business Administration & Management, General
Stevens Institute of Technology, School of Business Industry Capstone Program