Aidan Rotfeld
Currently a Student at the University of Marquette working towards completing my degree in Finance and Entrepreneurship
- Role
- Assistant to the Fa Boa at Edward Jones
- Location
- Waukesha, WI, US
- LinkedIn followers
- 500 followers
About Aidan Rotfeld
I\'m a student at Marquette University currently working towards a double major in Finance…
Experience
Assistant to the Fa Boa
Jun 2022 — Present · Waukesha, WI, US
Entrusted with branch to branch communication and transported and delivered supplies and documents to Edward Jones branches to support branch operations and business expansion- Created new connections and strengthened existing connections through interacting and assisting Financial Advisor with client support and scheduling- Updated and managed client financial information for 30+ clients daily, improving workflow efficiency.
Education
Marquette University
Bachelor's degree, Finance and Entrepreneurship
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