Paraplanner
Casper,Wyoming
, ELSPT ect) Self , motivated Work History Paraplanner , 10/2015 to Current Lincoln Financial Advisors – Casper ...Edge Road Map and advising what changes if any need to be made , Paraplanner , 09/2015 to 09/2017 Lincoln Financial Advisors – Casper
Paraplanner
Davenport,Iowa
Professional Summary Ambitious , detail , oriented Paraplanner versed in balancing priorities and meeting deadlines under pressure , Adapts quickly...pressure Customer , orientated Computer savvy General office skills Work History Paraplanner , 01/2012 to 08/2013 Palen Financial LLC – Davenport , IA
Paraplanner
Pensacola,Florida
hard , learn , and take on any challenge to advance and grow , Work Experience Paraplanner , 03/2018 to Current Iron Plan Solutions Group , LLC , Pensacola , FL Planned
Paraplanner
Grovetown,Georgia
learn , Work History Fehrman Investment Group , Paraplanner Augusta , GA 01/2018 , 02/2021 Attended conferences
Paraplanner
Cypress,Texas
, solving capabilities Strong organization Excellent attention to detail Experience Paraplanner , 01/2015 to Current Investment Marketing Resources ,
Paraplanner
Forney,Texas
learner Strong client relations Process improvement Unsurpassed work ethic Dependable Work History Paraplanner , 06/2012 to Current Quest Capital Management – Dallas ,
Investment Advisor Representative
Ardmore,Oklahoma
events , Allard and Company , Rogers , AR Paraplanner 01/2016 , 03/2017 Reached out to the local community and businesses to promote
Associate Financial Advisor
Brooklyn,New York
, applications , and funding , Paraplanner Aug 2014 to Jan 2016 Ameriprise Financial , Private Wealth Advisory Practice
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