Michael Stevens Email & Phone Number

Arlington, VA, US

Washington, District Of Columbia, United States

Reston, Virginia, United States

Assisted financial advisors in preparing for client meetings by analyzing their portfolios and preparing a snapshot of the client’s profileParticipated in client meetings, taking notes, providing the advisor with a recap of the meeting, and entering the notes into a CRM software program (Redtail)Completed a project using excel and another software program.

Utilized eMoney by building reports/scenarios for sample clients with different goals, financial situations, and risk tolerancesObserved a client meeting from their onboarding process through their final meeting of retirement/estate planningExpanded my knowledge of financial planning firm structure and workflow management by listening to over 25 firms.

Ijamsville, Maryland, United States

Worked with a team to repair and replace guardrails on state and local freewaysProblem-solved with other team members on different challenges that were faced daily