Desiree Ebhert
Wealth Management Assistant @Positive Planning Wealth Advisors Llc
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WORK HISTORY
Wealth Management Assistant @Positive Planning Wealth Advisors Llc
As a Financial Representative at Positive Planning Wealth Advisors, I play a crucial role in our small but dedicated team. My primary responsibilities include:Assisting in the setup of new client accounts to ensure a smooth onboarding process.Maintaining and managing existing client accounts to foster long-term relationships.Supporting various administrative tasks to enhance the efficiency of our operations.
EDUCATION
Colorado State University Global
Bachelor of Applied Science - BASc
ABOUT DESIREE EBHERT
Assistant | Registered Representative, Financial Services
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