Adrian Caspar
Helping individuals achieve financial flexibility and security through saving and investing, while fostering clear communication and adaptive planning for life’s inevitable changes. 📲Virtual Meeting Friendly.
- Role
- Financial Consultant at Equitable Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Adrian Caspar
I am extremely proud of Royal Financial Partners comprehensive holistic approach to…
Experience
Financial Consultant
Jan 2020 — Present · Charlotte, NC, US
Education
University of South Carolina - The Moore School of Business
Bachelor of Business Administration (B.B.A.)
2009 — 2013
Skills
- Technological Proficiency
- High Organizational Skills
- Business Relationship Management
- Written & Oral Presentation Skills
- Finance
- German
- Communication Skills
- Microsoft Outlook
- Communication
- Project Management
- Microsoft Word
- Problem Solving
- Swiss German
- Microsoft Office
- Time Management
- Powerpoint
- Microsoft Excel
- Microsoft Powerpoint
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