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Grant Baxter

Financial Planning Associate at Allegheny Financial Group

Intro Book

Financial planning expert with 8 years of experience.

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Location

Erie, Pennsylvania, United States, US

Languages

English -

Skills

Personal Financial Planning
Financial Planning
Customer Service
Microsoft Excel
Comprehensive Planning
Powerpoint
Teamwork
Retirement Planning
Accounts Receivable
Management
Public Speaking
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$75.0

Hourly Rate

How This Rate is Calculated

Okay, so Grant has 8 years of experience in financial planning, which is a relatively short period of time. Considering his role as a Financial Planning Associate, his skills in Microsoft Excel, and his education in Personal Financial Planning, I would estimate his hourly rate to be around $75. This is a relatively low rate compared to other financial professionals with similar experience, but it's also a entry-level position. Some financial planners with similar experience can charge upwards of $150 per hour, but Grant's role is more focused on customer service and financial planning, which may not require the same level of expertise or experience.

Bio

Generated by

Topline AI

Grant Baxter is a seasoned financial professional with 8 years of experience in personal financial planning, financial planning, and customer service. He holds a Bachelor’s Degree in Business Administration-Personal Financial Planning from Edinboro University of Pennsylvania and has worked as a Financial Planning Associate at Allegheny Financial Group.

Experience

Allegheny Financial Group
- Greater Pittsburgh Area
- Financial Planning Associate
  - Jun 2016 - Present
  - Greater Pittsburgh Area
Considine Biebel & Company
- Erie, Pennsylvania Area
- Carpenters Apprentice
  - 2009 - Jun 2016
  - Erie, Pennsylvania Area
   Developed a solid knowledge of an extensive array of tools, hardware and building materials Gained practical, hands-on knowledge of all aspects of home construction and remodeling Demonstrated ability to apply skilled methods, techniques, and advanced shop mathematics at work Installed cabinets, flooring, windows, doors, roof supports etc. Created layouts and designs from blueprints, drawings, models, or verbal instructions
Tekni-Plex, Inc.
- HQ
- Corporate Credit Analyst/ Accounts Receivable
  - Jul 2015 - Aug 2015
  - HQ
   Enhanced Microsoft Excel skills Observed global conference calls with other branches of the corporation Designed and presented presentations for plant managers Assisted Treasury and Marketing teams with balancing and delegating money

Education

2013 - 2016

Edinboro University of Pennsylvania
Bachelor’s Degree, Business Administration-Personal Financial Planning

2013 - 2016
2011 - 2013

Indiana University of Pennsylvania
Financial Services and Economics

2011 - 2013
2007 - 2011

McDowell High School

2007 - 2011

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services.”

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Grant Baxter

Refer a Friend to Get
100 Credits For FREE

$75.0

Hourly Rate