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 (International Brokers) to determine whether clients had successful share class conversion suppressions and if they needed an update on their cost basis

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 share their best practices

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