Summer Vargo Email and Phone Number
My experience in the finance industry began in 2017 when I started conducting administrative work for my father's financial advisory company, Burning River Advisory Group. Since then, I have interned on the Practice Management team at Cambridge Investment Research, Inc. I have also completed three years of higher education at Ohio State University, majoring in Consumer and Family Financial Services, and I expect to graduate in May 2025. By 2028, I plan to have obtained my SIE, Series 07, Series 66, and CFP designation within the next four years.
Burning River Advisory Group
View- Website:
- burningriverag.com
- Employees:
- 5
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Office AssistantBurning River Advisory GroupBerea, Oh, Us
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Practice Management InternCambridge Investment Research, Inc. May 2024 - PresentFairfield, Iowa, United StatesAs an intern, I shadow coaching meetings with high-producing financial professionals multiple times a week, update the Practice Management team's internal site page, compute data in excel, and complete various projects for the team. -
Office AssistantBurning River Advisory Group Jun 2017 - PresentWestlake, Ohio, United StatesResponsible for office tasks:- Managed physical and digital data filing and privacy maintenance for clientele - Organized and distributed client communications, including preparing financial paperwork for mailers and posting of marketing flyers- Financial paperwork preparation for client mailers - Stuff and address envelopes
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Pool AssistantOak Brook Garden Apartments Jun 2020 - Aug 2020North Royalton, Ohio, United States- Maintained pool cleanliness - Kept the pool area clean - Communicated and worked with other pool attendants effectively - Assisted residents of the complex - Checked pool pass and signed in apartment residents -
Dog HandlerStay Dog Daycare And Boarding Mar 2019 - Mar 2020Cleveland, Ohio, United StatesDog handler responsibilities: - Attended to the dogs’ individual needs- Maintained dogs of all levels of behavior - Cleaned and sanitized after dogs throughout day - Shared dog’s “report cards” with owners- Assisted with correcting dog behavior - Worked closely with other team members- Exercised and cuddled with dogs - Utilized multiple safety techniques for the protection of the staff and dogs
Summer Vargo Education Details
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Senior -
Berea-Midpark High SchoolFinancial Planning And Services
Frequently Asked Questions about Summer Vargo
What company does Summer Vargo work for?
Summer Vargo works for Burning River Advisory Group
What is Summer Vargo's role at the current company?
Summer Vargo's current role is Office Assistant.
What schools did Summer Vargo attend?
Summer Vargo attended The Ohio State University, Berea-Midpark High School.
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