Lex Sweatt
Client Services Coordinator - Investment Advisory @Tax & Financial Group
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WORK HISTORY
Client Services Coordinator - Investment Advisory @Tax & Financial Group
Newport Beach, CA, US
As part of Tax and Financial Group in Newport Beach, California, I assist financial advisors with administrative tasks, reports, investment/insurance processing(Wires,ACH, beneficiary changes) and account opening.
EDUCATION
Metro State University
Bachelor of Science - BS, Finance, General
The Blake School
High School Diploma
Minneapolis College
Associate of Arts and Sciences - AAS, Information Technology
Chapman University
Bachelor's degree, Business Administration and Management, General
ABOUT LEX SWEATT
As part of Tax and Financial Group in Newport Beach, California, I assist financial advisors with administrative tasks, reports, investment/insurance processing and account opening. I am passionate about finance, pursuing Finra licenses(SIE, Series 65/63) with the intention to pass the CFA in the future.
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