Carolina Campos
Financial Planning Assistant at Lucas Fettes Financial Planning- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Norwich, England, United Kingdom, GB
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Credentials
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Certified Financial Planner (CFP)
Chartered Insurance InstituteOct, 2019- Nov, 2024
Experience
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Financial Planning Assistant
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Feb 2021 - Present
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Administrator
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Jan 2019 - Jan 2021
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Administrative Assistant
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Apr 2014 - Aug 2017
· Perform administrative tasks;· Manage appointments, meetings and events;· Answer and make daily phone calls to member judges;· Perform research and prepare documents;· Keep files;· Writing letters, short reports, presentations and other documents.
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Education
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The Open University
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The Art of Finance UK
Community
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