Graduated in Accounting before working as an investment advisor with a series 7 and series 63 with a license to sell life, health and accidental insurance. I also worked for a large bank doing everything banking related from working with small businesses on their accounts to personal mortgages. Experience with dealing with estates and financial document formation.
I have trained, tutored, and mentored coworkers and subordinates at every school and job I have ever attended. I am...
Graduated in Accounting before working as an investment advisor with a series 7 and series 63 with a license to sell life, health and accidental insurance. I also worked for a large bank doing everything banking related from working with small businesses on their accounts to personal mortgages. Experience with dealing with estates and financial document formation.
I have trained, tutored, and mentored coworkers and subordinates at every school and job I have ever attended. I am exceptional at figuring out something that someone already understands and then finding a relationship between that subject and the subject I am teaching them. Learning with me is fun, because I truly love to learn, I make the experience enjoyable.
Bachelors degree in Accounting
Scored a 97 on my series 7.
Banking and brokerage firms
Contact me with any questions that you may have. If you are not sure if I am a good fit, consider communicating with me a little, I believe we should match well for the greatest benefit to you.
