Sam Taylor
Intern at Parkshore Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Rexburg, US
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Experience
-
Parkshore Wealth Management
-
Financial Services
-
1 - 100 Employee
-
Intern
-
Sep 2022 - Present
Roseville, California, United States - Gaining experience in the financial advising industry - Learning financial softwares including MoneyGuidePro, Orion, Veo One, and SalesForce - Observing client meetings and client facing interactions
-
-
Intern
-
Sep 2022 - Present
Roseville, California, United States
-
-
-
-
Team Lead
-
Apr 2019 - Jul 2019
Rexburg, Idaho
-
-
Education
-
2019 - 2023
Brigham Young University - Idaho
Bachelor's degree in Business Finance, Finance and Financial Management Services
Community
You need to have a working account to view this content.
Click here to join now
