Position:
Financial Services Professional at Ashford Financial, LLC
Work:
Ashford Financial, LLC
since Feb 2011
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Financial Services Professional
eVestment
Aug 2009 - Mar 2011
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Analyst
Timberland Investment Resources, LLC.
Dec 2008 - Aug 2009
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Internal Financial Analyst
Education:
Oglethorpe University 2011 - 2013
CFP Program, Financial Planning
Elon University 2004 - 2008
Bachelor of Science, Business Administration - Finance
Marist School 2000 - 2004
Skills:
Investments, Strategic Financial Planning, Series 7, Wealth Management, Finance, PowerPoint, Microsoft Office, Microsoft Excel, Marketing, Account Management, Asset Managment, Financial Analysis, Microsoft Word, Portfolio Management, Social Media, Customer Service, Series 66, Financial Markets, Alternative Investments