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]
๐ Nationality | ๐บ๐ธ United States |
๐ก Residency | ๐บ๐ธ United States |
๐ Location | ๐บ๐ธ United States |
Remote OK | rok.co/@vtalbot96 |
https://linkedin.com/in/victoria-talbot-5b4885132 | |
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 |
๐ฉโ๐ป Remote worker ๐ Early adopter |
2021 - Now: Private Wealth Administrator @ Curran Wealth Management
2018 - 2021: Senior Analyst @ Ayco, a Goldman Sachs Company
2017 - 2018: Supply Chain Intern @ Marquardt Switches
2014 - 2018: Bachelors in Finance @ Le Moyne College
2014 - 2018: Bachelors in Business Analytics @ Le Moyne College