Miles Richardson

Miles Richardson Email and Phone Number

Service Associate @ Allworth Financial
Chapel Hill, NC, US
Miles Richardson's Location
Matthews, North Carolina, United States, United States
About Miles Richardson

I am a junior student in Kenan-Flagler Business School at the University of North Carolina at Chapel Hill majoring in Business Administration with a minor in History. I love building intentional relationships, growing my personal and professional abilities, and finding myself in new situations.

Miles Richardson's Current Company Details
Allworth Financial

Allworth Financial

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Service Associate
Chapel Hill, NC, US
Website:
allworthfinancial.com
Employees:
347
Miles Richardson Work Experience Details
  • Allworth Financial
    Service Associate
    Allworth Financial
    Chapel Hill, Nc, Us
    View
  • Allworth Financial
    Financial Planning Intern
    Allworth Financial May 2024 - Present
    Durham, North Carolina, United States
    Collaborated with Certified Financial Planners to prepare for and participate in client meetings, gaining hands-on experience with comprehensive wealth management platforms. Engaged in one-on-one sessions with senior advisors to deepen understanding of investment strategies and industry best practices.
    View
  • Unc Kenan-Flagler Business School
    Star Consultant
    Unc Kenan-Flagler Business School Jan 2024 - Apr 2024
    Chapel Hill, North Carolina, United States
    View
  • First Citizens Bank
    Seasonal Sales And Service Representative
    First Citizens Bank May 2022 - Jun 2023
    Charlotte, North Carolina, United States
    View
  • Carolina Courts
    Front Desk Staff
    Carolina Courts Jul 2019 - Dec 2021
    Indian Trail, North Carolina, United States
    View
  • Schweitzer Engineering Laboratories (Sel)
    High School Intern
    Schweitzer Engineering Laboratories (Sel) May 2020 - Jul 2020
    Charlotte, North Carolina, United States
    View

Miles Richardson Education Details

Frequently Asked Questions about Miles Richardson

What company does Miles Richardson work for?

Miles Richardson works for Allworth Financial

What is Miles Richardson's role at the current company?

Miles Richardson's current role is Service Associate.

What schools did Miles Richardson attend?

Miles Richardson attended Unc Kenan-Flagler Business School, The London School Of Economics And Political Science (Lse).

Who are Miles Richardson's colleagues?

Miles Richardson's colleagues are Reid Loveland, Dana Smith, Patrick Keesey, Greg Phelps, Cfp®, Clu®, Aif®, Aams®, Peter Abi-Nader, Michael Abbott, Cfp(R), Allison Modrak, Cfp®.

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