Rachel Gilmore resumes & CV records
Resumes

Client Service Associate
Location:
Des Moines, IA
Industry:
Financial Services
Work:
Edelman Financial Services
Client Service Associate Wilon Wealth Management Sep 2013 - Nov 2016
Associate Wealth Advisor Altenergy Advisors Jul 2011 - Aug 2013
Project Coordinator Envision Motor Company Oct 2009 - Jun 2011
Executive Assistant To the Chief Financial Officer
Client Service Associate Wilon Wealth Management Sep 2013 - Nov 2016
Associate Wealth Advisor Altenergy Advisors Jul 2011 - Aug 2013
Project Coordinator Envision Motor Company Oct 2009 - Jun 2011
Executive Assistant To the Chief Financial Officer
Education:
Drake University 2013 - 2016
Master of Business Administration, Masters Iowa State University 2009 - 2012
Bachelors, Bachelor of Science, Finance
Master of Business Administration, Masters Iowa State University 2009 - 2012
Bachelors, Bachelor of Science, Finance
Skills:
Financial Analysis, Communication, Research, Data Analysis, Leadership, Strategic Planning, Project Management, Client Development, Retirement Planning, Public Speaking, Quickbooks, Microsoft Excel, Customer Service, Marketing, International Business, Information Technology, Series 66, Series 7
Certifications:
Series 7
Series 66
Financial Industry Regulatory Authority (Finra)
Series 66
Financial Industry Regulatory Authority (Finra)