Caruso McLean Investment Advisors
March 2013 — Present
Investment Advisors Specializing in Custom Financial Portfolios for Professionals, Executives, & Charitable Institutions.
Royal Alliance Associates, Inc.
- Website management & communications
- Client relations including but not limited to: meeting management, establishing new accounts, maintaining existing accounts, banking, conducting requested distributions, maintaining and updating compliance
- Office management
- Apprenticeship of brokerage responsibilities
- Intern management
Currently studying for Series 7 & Series 63 Securities Trading