Jaycee Kertzman
- Role
- VP Investments at Dynasty Financial Partners
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
VP Investments
Mar 2023 — Present
Education
San Diego State University
Bachelor of Science - BS, Business Administration with an Emphasis in Finance
Skills
- Microsoft Word
- Customer Service
- Stock Market Analysis
- Market Research
- Microsoft Excel
- Time Management
- Powerpoint
- Skilled Multi-Tasker
- Client Communication
- Teamwork
- Social Media
- Public Speaking
- Quarterly Reporting
- Wealth Management
- Research
- Communication
- Client Services
- Social Networking
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