Sergii Olkhovskyi
Financial Planning Analyst @Scholar Financial Group
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WORK HISTORY
Financial Planning Analyst @Scholar Financial Group
Aventura, FL, US
Analyze client financial data, including income, expenses, investments, and liabilities, to develop comprehensive financial plans.• Conduct in-depth research on funds, investment strategies, and financial instruments to identify the most suitable options for each client’s needs and objectives.• Drive collaboration across internal departments to ensure a seamless and holistic approach to financial planning and client service.• Proactively identify opportunities to introduce new products, services, or strategies that align with evolving client goals and market conditions.
EDUCATION
Florida International University
Bachelor of Business Administration - BBA
North Broward Preparatory School
High School Diploma
ABOUT SERGII OLKHOVSKYI
Financial Planning Analyst at Scholar Financial Group
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