Kaden Spray
Aspiring CFP® Pro
- Role
- Financial Planning Intern at Aim Wealth Advisory Group
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Planning Intern
Apr 2024 — Present · Portland, OR, US
As an intern I support and learn from analyst and advisors and take on task such as completing reports in CRM, processing mail, and data gathering throughout the financial planning process. I use software such as NaviPlan, MoneyGuide Pro, and Salesforce CRM.
Education
George Fox University
Financial Planning
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