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Jeremy D

Plan Analyst

Occupation:

Financial Specialist

Location:

Brooklyn, NY

Education Level:

Bachelor

Will Relocate:

YES

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Financial Skills: Preparing financial reports, managing accounting records, handling payroll procedures, investment, financial analysis, accounting expertise, business application, making sound financial decisions, retirement planning, and financial consultation. Relevant Coursework: Bachelor of Business in Finance degree, relevant courses included areas of Accounting, Mathematics, Statistics or Finance, plus various other high- level finance courses. Individual Skills: Possess strong analytical and problem-solving skills, with the ability to make well thought out decisions. I thrive in a team environment and work well with others, but also enjoy working independently. Excellent written and verbal communication skills, including presentation. Outstanding customer service abilities.

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COMPANY POSITION HELD DATES WORKED

Northwest Plan Services, Inc. Retirement Plan Analyst 5/2017 - 1/2019
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SCHOOL MAJOR YEAR DEGREE

University of Washington: Bothell Business Administration 2015 Bachelor Degree
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Highlights:

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