Thrive Financial Services, Llc
Associate Financial Advisor
Goeplan Financial Group
Financial Advisor
Independence Planning Group Aug 2016 - Aug 2018
Financial Advisor
Axa Advisors May 2015 - Aug 2016
Financial Professional
Windsor Financial Group Jun 2014 - Aug 2014
Financial Planning Intern
Education:
Saint Joseph's University 2016 - 2020
Bachelors
Saint Joseph's University 2011 - 2015
Bachelors, Accounting, Finance
Egg Harbor Township High School 2007 - 2011
Skills:
Retirement Planning College Education Planning Leadership Microsoft Excel Mathematics Financial Accounting Life Insurance Strategies Budgeting Investment Strategies Customer Service Time Management
Languages:
English
Certifications:
Financial Industry Regulatory Authority (Finra) Pennsylvania State Insurance Department Series 7 Series 66 Life and Health Insurance