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Career Highlights
CPA Wealth Management Services
- Maintains client investment reporting system including preparation of quarterly portfolio appraisals, performance and client statements. Monitors portfolio transactions and facilitates asset transfers.
Prudential Securities, Melbourne, FL
- Assisted financial advisors in the daily operations of servicing client's accounts. Processed and monitored account transactions and handled client communications.
Education
• Scarborough High School, Scarborough, ME
Professional
• Notary Public, State of Florida
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