With work experience over 13 years, this expert is currently working at Smartpath which is located in 197 as a Certified Financial Planner at Smartpath. Awma received his education from 2016 to 2017 at the Emory University. Awma is a certified expert, that is proven by qualifications : Series 7, Series 66, and Referee License (7). the professional speaks fluently two languages: English and Farsi. Awma lives in Atlanta, Georgia. To contact directly with Awma, you can search for their phone or e-mail or find full info by requesting access to the person's further details.
Name variants:
Awma Mahbod
Last updated Sep 23, 2024
Contact Information
Last Update
Jul 9, 2022
Email
al**@etrade.com
Location
Atlanta, GA
Company
Workplace
Certified Financial Planner at Smartpath
Atlanta, GA
Industry
Financial Services
Colleagues
Work History
Certified Financial Planner at Smartpath
1642 Courtleigh Dr, Dunwoody, GA 30338
from Oct 2018
Financial Advisor
12555 Manchester Rd St, Louis, MO
Advised clients on different types of investments
● Helped clients with retirement and special needs planning
● Created a long term strategy to help clients reach their long term financia...
Jan 2011 — May 2014
Salesman
Sold variety of merchandise for family business in historic New Orleans French Quarter Constantly exceeded sales goals
Jan 2000 — Dec 2006
Soccer Official
1801 south Prairie Ave, Chicago, IL 60616
from Aug 2004
Education
Occupations
Senior Advisor
Financial Broker
Certified Financial Planner
Accountant
Finance and Accounting Specialist
Financial Consultant
Advisor
Puchasing and Estimating Manager
Financial Manager
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Microsoft Office
Management
Etfs
Investments
Research
Public Speaking
Fixed Annuities
Finance
Retirement
Fixed Income
Strategy
Financial Services
Equities
Mutual Funds