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

  1. Financial Consultant

    Equitable Advisors

    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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