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vtalbot96

Remote worker with 7+ years of experience - Last seen ago

I have over 4 years of experience working in the finance industry. Currently, I work at Curran Wealth Management as a Private Wealth Administrator where I handle all account maintenance and operational support.

Some examples include:
-Opening new investment accounts
-Moving money using wires, EFTs, and checks
-Updating client CRM databases regularly

I love connecting with new people, you can contact me at [email protected]


Skilled in finance client service operations analyst excel crm salesforce outlook 
Fluent in english
Preferred timezone EST
Preferred annual pay (min) $65,000/year
Preferred hourly pay (min) $30/hour
Last seen 1 year ago
Signed up 1 year ago
Badges ๐Ÿ‘ฉโ€๐Ÿ’ป Remote worker

๐ŸŽ– Early adopter

Employment

2021 - Now: Private Wealth Administrator @ Curran Wealth Management

2018 - 2021: Senior Analyst @ Ayco, a Goldman Sachs Company

2017 - 2018: Supply Chain Intern @ Marquardt Switches

Education

2014 - 2018: Bachelors in Finance @ Le Moyne College

2014 - 2018: Bachelors in Business Analytics @ Le Moyne College

668ms