Joshua Slevin
Wealth Strategy Associate @Fjell
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WORK HISTORY
Wealth Strategy Associate @Fjell
Fargo, ND, US
Provide direct support to Financial Advisors by preparing reports, financial plans, and presentations for client meetings. Conduct detailed asset management research and financial analysis to assist in crafting tailored wealth strategies. Assist in onboarding new clients by facilitating paperwork, setting up accounts, and ensuring smooth transitions. Assist the Senior Financial Advisor in preparing proposals, presentations, and materials.Streamline workflows and engage in continuous learning opportunities to help client\'s understand their financial life.
EDUCATION
Illinois Wesleyan University
Bachelor of Arts
SKILLS
ABOUT JOSHUA SLEVIN
Wealth Strategy Associate
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