Position:
Financial Planning Associate at R.W. Roge & Company, Inc.
Location:
Greater New York City Area
Work:
R.W. Roge & Company, Inc.
since Dec 2012
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Financial Planning Associate
CheckPoint HR
Aug 2011 - Dec 2012
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Tax Analyst
Citigroup
- 601 Lexington Ave, Manhattan, NY Jan 2010 - Jul 2010
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Client Associate- Intern
Coastal Carolina University
Aug 2009 - Dec 2009
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Finance
Education:
College for Financial Planning 2012 - 2014
Coastal Carolina University 2006 - 2010
Bachelor of Science in Business Administration, Finance
Skills:
Client Liaison, Superior Client Service, Microsoft Excel, Accounts Payable, Accounts Receivable, Payroll Taxes, Financial Statement Analysis, Equity Research, Asset Allocation, Money Guide Pro, Morningstar Office, Client Accounts, Tax Returns, Tax Preparation
Interests:
Personal Finance, Corporate Finance, Securities Analysis, Investing Strategies.
Honor & Awards:
Deans List at Coastal Carolina University
FMA Member (Financial Management Association)
Beta Alpha Psi Member (Business Honors Society)