Associate Wealth Advisor

• Mar 2023 - Present

We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, nonprofit organizations, health care professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.What I post here is my opinion, not the opinion of my employer. Show less

Client Relationship Specialist

• Apr 2022 - Mar 2023

We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, nonprofit organizations, health care professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.What I post here is my opinion, not the opinion of my employer. Show less

Supervisor

• Jan 2019 - Apr 2022

Senior Accountant

• Jan 2017 - Dec 2018

Staff Accountant

• Aug 2016 - Dec 2016

Assurance Associate

• Jan 2015 - Mar 2016

- Provided assurance and financial reporting services to governmental, energy, and not-for-profit entities - Performed analytical procedures/analyses to detect unusual financial relationships - Developed and maintained relationships with clients' employees - Performed substantive testing to adhere to GAAP standards - Communicated findings to audit team members - Prepared various employee benefit plan including 401(k) and defined benefit - Prepared financial statements along with other internal and external reports Show less

Graduate Assistant

• Aug 2013 - Dec 2014

- Assisted professors with research for various articles and papers - Provided guidance to students about the accounting program - Prepared course materials for several classes - Graded various quizzes, exams, and assignments - Assisted professors with research for various articles and papers - Provided guidance to students about the accounting program - Prepared course materials for several classes - Graded various quizzes, exams, and assignments

Intern

• May 2012 - Aug 2012

- Assisted on assurance services for various clients - Performed similar tasks as a first-year employee - Assisted on assurance services for various clients - Performed similar tasks as a first-year employee