Description
Director of Planning at Archer Huntley Financial Services, LLC currently working toward my Certified Financial Planner (CFP) designation. I manage wealth and relationships where I daily employ the skills of strategic planning and analysis, attention to detail, and an honorable and stringent work ethic.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Archer Huntley Financial Services | Director Of Planning | 5/2018 - 5/2018 |
| Personal Banker | Citizens Bank | 5/2017 - 12/2017 |
| Heritage Management Agency | Sales Agent | 5/2016 - 9/2016 |
| Legal Case Archiver | Design Research Engineering | 5/2016 - 9/2016 |
Accomplishments
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