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Financial Planning Analyst
Equitable Advisors•  July 2019 - February 2022
• Analyzed and maintained over 700 clients' financial data and organized the potential client raw data to provide the appropriate financial analysis to current and future clients. • Utilized Salesforce to manipulate and generate client accounts financial report • Prepared and implemented of financial planning and analysis for the top 6 performance consulting team in USA. • Coordinated with accountants, financial consultants, and financial institutions to establish client estate planning, tax planning, and retirement planning.
Education
University of Texas at Dallas, Richardson
Information Technology, MS
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