Austin Edwards
Finance and Entrepreneurial Studies Graduate from the University of New Hampshire
- Role
- Finance Associate at Granite Financial Partners
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Austin Edwards
I am a recent Graduate from the University of New Hampshire with a dual major in Entrepreneurial Studies and Finance. Please see my resume to see my skills and past experiences. Feel free to contact me through any of the listed forms of contact.
Experience
Finance Associate
Jun 2021 — Present · Milford, NH, US
Work with Chief Investment Officer and 401k Fiduciary to create proposals and client meeting presentations• Work in both Schwab and Fidelity CRM’s• Compose 401k, IRA, and Estate onboarding paperwork• Create workflows and projects in Wealth box CRM• Collaborate with client support specialists to enhance client experience and client communication• Preform daily investment research on various equities and fixed incomes• Head marketing assignments - including monthly send outs, golf tournaments, and marketing materials• Lead 401(k) service department, help participants with rollovers and contribution changes• Exposure to Asset Management, Retirement Planning, and Estate Planning• Create Fi360 reports for clients and 401(k) Plans
Education
University of New Hampshire
Finance and Entrepenurial Studies
2019 — 2023
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