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High Net Worth Client Representative, Senior Associate. Sep 2021 - Dec 2021 4 months. Scottsdale, Arizona, United States. • Demonstrated a consultative approach in positioning products and ...
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- ZEGA Financial, LLC
- Scottsdale, Arizona, United States
The official website of Roman Alexander - "Over Me" is out now!
Excited to announce that I will be joining Vanguard next Tuesday, September 7 as a High Net Worth Client Representative, Senior Associate in their Scottsdale… | 69 comments on LinkedIn
Roman Ellefson, MBA’s Post Roman Ellefson, MBA Finance and Operations Professional | Wealth and Investment Management, Series 7, 63, and 65 Licensed
06/2020 - 09/2021 Ellefson Coffee Co. USA Supply Chain Manager N Scottsdale, AZ, United States 12/2013 - 09/2021 Roman Ellefson Tutor Self-employed student tutor N Scottsdale, AZ, United States 07/2018 - 05/2021 Grand Canyon University Student N Phoenix, AZ, United States 03/2020 - 05/2020 Unemployed Unemployed N Scottsdale, AZ, United States
Dec 13, 2018 · December 13, 2018 - January 2019·Scottsdale, Arizona. Worked as a seasonal Target employee by helping bag customer merchandise and ringing transactions during the 2018 holiday season. Former Accounting Tutor at Scottsdale Community College. August 22, 2016 - December 16, 2016· Scottsdale, Arizona.
Oct 5, 2021 · The minimum net worth needed to gain—or hold onto—a spot on the list this year jumped to $2.9 billion. For the prior three years, the cutoff had been $2.1 billion.