Financial Paraplanner
Send a job offer directly to this candidate
Worked directly with advisors who managed over $100 million AUM at a small RIA. Learned and mastered multiple systems across operations, financial planning, trading and analytics. Familiarized myself with the financial industry and different tendencies of major firms. Sat in on Investment Philosophy Committee weekly meetings. Met and spoke with clients in group, individual, and social settings.
Worked directly with advisors who managed over $100 million AUM at a small RIA. Learned and mastered multiple systems across operations, financial planning, trading and analytics. Familiarized myself with the financial industry and different tendencies of major firms. Sat in on Investment Philosophy Committee weekly meetings. Met and spoke with clients in group, individual, and social settings.
Recently graduated from the University of Colorado- Boulder, within the Leeds School of Business. My degree was in business administration, with a focus on personal financial planning. I took accredited CFP courses and am eligible to sit for the CFP.
