Connor Cougevan
NCAA Division 1 Student-Athlete at University of San Diego | Finance Major I Wealth Management I Comfort Brings Happiness
- Role
- On-call Boa at Edward Jones
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
Experience
On-call Boa
Jun 2025 — Present · Davis, CA, US
As a Branch Office Administrator, I am responsible for taking calls and scheduling appointments for clients. I serve as support to the Financial Advisor in all aspects of client needs. Some of my daily tasks include; placing trades for clients, creating retirement plans, and managing wealth through tax strategy. All is completed per Financial Advisor Instruction.
Education
University of San Diego
Bachelor's degree, Finance, General
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