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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