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AH
About
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Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Abundance Wealth Counselors, LLC | Senior Portfolio Manager | Jul 2021 to Present | — |
| Abundance Wealth Counselors, LLC | Portfolio Manager | Apr 2019 to Jul 2021 | — |
| Abundance Wealth Counselors, LLC | Investment Management Specialist | Sep 2016 to Mar 2019 | — |
| Abundance Wealth Counselors, LLC | Client Services Coordinator | May 2015 to Aug 2016 | — |
| Abundance Wealth Counselors, LLC | Investment Department Intern | May 2014 to May 2015 | — |
Education
Penn State University
Finance
2011 — 2015
Skills & Expertise
Microsoft Office
Teamwork
Microsoft Word
PowerPoint
Microsoft Excel
Public Speaking
Time Management
Customer Service
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