Location
Wilmington, Delaware, United States
Work
- Wealth Manager @ Bassett, Dawson & Foy, Inc.
- Client Services Manager @ Bassett, Dawson & Foy, Inc.
- Client Services Manager @ Raymond James Financial Inc.
- Global Wealth Management Advisory Intern @ Merrill Lynch
Education
- University of Delaware
Bachelor of Science - BS (Financial Planning and Wealth Management)
2013 - 2017 - Concord High School2009 - 2013
Skills
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Public Speaking
- Customer Service
- Social Media
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