Spencer Gering
Aspiring Financial Advisor and Investment Strategist
- Role
- Administrative Assistant at Plannetics Financial
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Spencer Gering
As a licensed financial advisor and investment strategist, I am passionate about…
Experience
Administrative Assistant
May 2025 — Present · Bellevue, WA, US
Support advisors through preparation of client meetings and management of CRM tasks• Assist clients through assembly of welcome kits and prompt response to inquiries• Maintain workflows, file and scan documents, assist with calls and communications
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