Trevor Manning
Sr. Financial Planning Analyst at Service Express
- Role
- Senior Financial Planning Analyst at Service Express
- Location
- Lowell, MI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Financial Planning Analyst
Aug 2022 — Present · Grand Rapids, MI, US
Education
Davenport University
Master of Business Administration (MBA), Accounting
2009 — 2011
Davenport University
Bachelor of Business Administration (BBA), Accounting
2005 — 2009
Skills
- Series 7
- Supervisory Skills
- Wealth Management
- Customer Service
- Microsoft Office
- Accounts Receivable
- Tax Accounting
- Asset Managment
- Retirement
- Strategic Financial Planning
- Bookkeeping
- Alternative Investments
- Quickbooks
- Corporate Tax
- Tax
- Accounts Payable
- Tax Returns
- Payroll
- Bank Reconciliation
- Tax Preparation
- Accounting
- Microsoft Excel
- Month End Close
- Collections
- Retirement Planning
- Investment Advisory
- Securities
- Investments
- Financial Analysis
- Teamwork
- Mutual Funds
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