Kelsey Erickson
Core Wealth
- Role
- Financial Advisor at Core Wealth
- Location
- Bozeman, MT, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Advisor
Nov 2021 — Present · Bozeman, MT, US
Education
Belgrade High School
High School
2007 — 2011
Eastern Washington University
Bachelor’s Degree
2011 — 2015
Skills
- Leadership
- Microsoft Office
- Organizational Leadership
- Smartoffice
- Personal Financial Planning
- Quickbooks
- Customer Service
- Marketing
- Microsoft Exchange
- Microsoft Excel
- Appointment Scheduling
- Odyssey
- Phone Etiquette
- Team Building
- Networking
- Social Media
- Time Management
- B2b
- Powerpoint
- Website Development
- Teamwork
- Microsoft Word
- Business Planning
- Enterprise 2.0
- Event Planning
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