Adhesion Wealth Advisor Solutions Inc
Account Manager
Adhesion Wealth Advisor Solutions Inc Jul 2018 - Oct 2019
Solutions Consultant
Barings Oct 2017 - Mar 2018
Analyst
Vanguard Jul 2016 - Sep 2017
Pi Brokerage Investment Professional
Clean Machine Auto Detailing May 2009 - Aug 2015
Founder and Principal
Education:
Furman University 2012 - 2016
Bachelors, Economics
Lake Forest Academy 2008 - 2012
Skills:
Microsoft Excel Microsoft Office Powerpoint Due Diligence Economics Investments Microsoft Word Finance Research Customer Service Time Management Customer Relationship Management Communication Financial Services Analytical Skills Marketing Mutual Funds Culinary Skills Management Consulting Sales Data Analysis Entrepreneurship Sql Facebook Stata Excel Microsoft Sql Server Salesforce.com Client Relations Teamwork Management Leadership Business Relationship Management Factset Vlookup Client Issue Resolution
Interests:
France Hockey Fan Detailing Attending Car Shows China Visited Morocco Japan World Travel