Wealth Management Advisor

• Jun 2019 - Present

Discover a new approach to wealth management where your investments, tax preparation, and estate planning services are provided by one team of experts, all under one roof, for one simple fee. To learn more about our three-tiered approach to financial planning, check us out at wqcorp.com. Discover a new approach to wealth management where your investments, tax preparation, and estate planning services are provided by one team of experts, all under one roof, for one simple fee. To learn more about our three-tiered approach to financial planning, check us out at wqcorp.com.

Associate Financial Advisor

• May 2015 - May 2019

Intern

• Aug 2013 - Apr 2015

Worked 20 hours a week as a business intern. Responsibilities included working with insurance producers on weekly run-loss sheets, developing prospect list and various administrative duties. Worked 20 hours a week as a business intern. Responsibilities included working with insurance producers on weekly run-loss sheets, developing prospect list and various administrative duties.

Maintenance

• Apr 2012 - Aug 2012

Worked 40 hours a week in the maintenance department of a food plant. In charge of maintenance throughout the grounds to provide clean and safe environment for food production. Some of my responsibilities included: repainting bathroom and outside walls, cleaning floors, removing and repairing sinks, as well as any other odd jobs around the facility. Worked 40 hours a week in the maintenance department of a food plant. In charge of maintenance throughout the grounds to provide clean and safe environment for food production. Some of my responsibilities included: repainting bathroom and outside walls, cleaning floors, removing and repairing sinks, as well as any other odd jobs around the facility.