Fount Freeman is a high-skilled expert, working in Next Right Step Financial Planning as a Owner from 2018. Fount Freeman has earned professional experience in more than seven positions at different companies. Fount Freeman went to the Texas Tech University and received education there from 2010 to 2014. Houston, Texas is the city, where this professional was known to be settled. Their e-mail and phone are accessed through SoftwareOfficial by request.
Name variants:
Fount Freeman
Last updated May 14, 2024
Contact Information
Last Update
Jul 1, 2022
Email
fo**@raymondjames.com
Location
Houston, TX
Company
Next Right Step Financial Planning
Workplace
Work History
Client Service Associate
880 Carillon Pkwy, St Petersburg, FL 33716
Operations opening new accounts, Developed Financial Plans for prospects and existing clients. Created model portfolios from the bottom up conducted investment research and implemented inves...
Apr 2015 — 2016
Client Service Associate
1330 Post Oak Blvd SUITE 2190, Houston, TX 77056
2015 — 2015
Intern
Successfully completed a 300 hour internship with a Sole Practitioner who was formerly a CPA/Personal Financial Specialist & Family Office Manager. This internship was about conducting resea...
Jun 2013 — Aug 2013
Volunteer Tax Preparer
Served as an IRS certified VITA Tax Preparer for the 2012 tax return season.
Jan 2013 — Apr 2013
President
Led our company in winning the Junior Achievement of the Year In-School Program Award for the Junior Achievement of South Texas.
Aug 2009 — May 2010
Education
2010 — 2014
Occupations
Executive
Owner
Accountant
Finance and Accounting Specialist
Supporting Member
Chief Executive
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Retirement Planning
Financial Planning
Time Management
Microsoft Office
Microsoft Excel
Finance
Public Speaking
Microsoft Word
Estate Planning
Powerpoint
Financial Analysis