Lana Davis
Wealth Advisory Intern @Delap Llp
Portland, OR, US
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MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2024 — Present
Wealth Advisory Intern @Delap Llp
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Lake Oswego, OR, US
Learning and participating in every aspect of a wealth advisory practice including client onboarding, client service activities, financial plan development, investment allocation, tax strategies and compliance.
ABOUT LANA DAVIS
I am a Senior Financial Planning and Marketing major in a CFP Board Certified Program…
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