Drew Deluca

Financial Advisor at Keenan Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Amherst, Massachusetts, United States, US

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Bio

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Sep 2023 - Present

    • United States
    • Financial Services
    • 200 - 300 Employee
    • Tax and Investment Intern
      • Jan 2023 - Present

      Prepare tax documents and find solutions to tax situations for our high net worth and ultra high net worth clients. Prepare tax documents and find solutions to tax situations for our high net worth and ultra high net worth clients.

    • United States
    • Gambling Facilities and Casinos
    • 1 - 100 Employee
    • Internal Auditor, Accountant
      • May 2022 - Aug 2022

    • Canada
    • Banking
    • 700 & Above Employee
    • Bank Teller
      • Sep 2020 - Apr 2021

      • At my position of being a bank teller for this company I would make banking transitions for personnel and small business • Analyze accounts to see if there were better retail banking products I could offer to the customers. • Youngest employee at my branch • Succeeded in perfection of banking transitions as well as customer service receiving many WOW customer reviews • At my position of being a bank teller for this company I would make banking transitions for personnel and small business • Analyze accounts to see if there were better retail banking products I could offer to the customers. • Youngest employee at my branch • Succeeded in perfection of banking transitions as well as customer service receiving many WOW customer reviews

    • United States
    • Hospitality
    • 1 - 100 Employee
    • Head Pool Cook
      • May 2018 - Aug 2018

      • My role was to make sure the kitchen was organized and prepared at the beginning and end of each shift • Making sure the process of orders is going out to customers smoothly and correct to their order • Accommodate the special requests for customers and guests • Gained cooking and basic planning/operations skills • My role was to make sure the kitchen was organized and prepared at the beginning and end of each shift • Making sure the process of orders is going out to customers smoothly and correct to their order • Accommodate the special requests for customers and guests • Gained cooking and basic planning/operations skills

Education

  • University of Massachusetts Amherst
    Bachelor of Business Administration - BBA, Finance and Financial Management Services
    2021 - 2023
  • Isenberg School of Management, UMass Amherst
    Bachelor of Business Administration - BBA, Finance and Financial Management Services
    2021 - 2023
  • Northern Essex Community College
    Associate's degree, Buisness
    2019 - 2021

Community

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