Heritage Financial Services, Llc
Wealth Advisor
Heritage Financial Services Dec 2017 - Oct 2019
Paraplanner
Ey Oct 2017 - Dec 2017
Fso Senior Associate
Ey Sep 2015 - Sep 2017
Fso Staff Associate
Rocco & Associates Wealth Management, Inc. 2014 - Apr 2015
Business Development Coordinator
Education:
Fairfield University 2011 - 2015
Bachelors, Bachelor of Science, Accounting, Finance
University of Melbourne 2013 - 2013
Norton High School 2011
Fairfield University 2011
Fairfield University
Master of Science, Masters
Skills:
Microsoft Excel Powerpoint Microsoft Word Finance Financial Statements Investment Strategies Banking Commercial Banking Credit Risk Business Development Financial Planning Retirement Planning Financial Advisory Accounting Income Tax Tax Preparation Real Estate Economics Estate Planning Wealth Management Financial Advisor Microsoft Office Outlook Access Facebook Time Management Customer Service Public Speaking Teamwork Team Management Broker Dealer Inheritance Tax Planning Estate Tax Planning Partnership Taxation Estate Law Wealth Accumulation Wealth Preservation Planning Wealth Transfer Wealth Management Services Multi Generational Wealth Transfer Intergenerational Wealth Transfer Cpa Quickbooks Research
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