Experience

FA Solutions

• Finland
• Software Development
• 1 - 100 Employee

• Account and Sales Manager

  • Nov 2018 - Present

  FA Solutions offers a cloud-based wealth and fund management platform, the FA Platform.I'm concentrating on domestic and international markets. My goal is to aid mid to large Asset Management Institutions streamline workflows and provide more transparency to their clients through technology.Read more about the FA Platform at-https://fasolutions.com/

• Sales Consultant

  • Oct 2017 - Nov 2018



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Client Account Manager

  • Apr 2015 - Sep 2016

  - Experienced different Wealth Management techniques according to clientele goals - Hosted Clients, with individual holdings in excess of $25+ Million - Developed and Presented 401(K,A), 457, 529, Trad IRA, and Roth IRA Deferred Compensation Plans - Experienced different Wealth Management techniques according to clientele goals - Hosted Clients, with individual holdings in excess of $25+ Million - Developed and Presented 401(K,A), 457, 529, Trad IRA, and Roth IRA Deferred Compensation Plans



Photon Solar Power Inc.

• Sales Specialist

  • Jan 2013 - Jan 2015

  - Aided Buyers in making informed purchase decisions - Acted as a company ambassador to help generate more sales - Assisted in Installation and maintenance of residential and commercial solar panels - Aided Buyers in making informed purchase decisions - Acted as a company ambassador to help generate more sales - Assisted in Installation and maintenance of residential and commercial solar panels