Miles Shaw is a highly qualified professional, who works in E*Trade as a Licensed Financial Service Representative since 2015. This person gained professional experience in more than four positions at various companies. Miles Shaw went to the North Carolina Agricultural and Technical State University and was studying from 2009 to 2014. Atlanta, Georgia is the area, where the professional was lastly known to be located. This expert's e-mail and phone are easily accessed through this website by request.
Name variants:
Myles Shaw,
Milo Shaw
Last updated Jun 09, 2024
Contact Information
Last Update
Jul 13, 2022
Email
mi**@etrade.com
Location
Atlanta, GA
Company
Workplace
Colleagues
Work History
Licensed Financial Service Representative
Providing the highest level of service by quickly and accurately identifying customer needs and articulating the appropriate solution to their questions and / or account-related issues.
Fu...
from Nov 1, 2015
Financial Advisor
New York, NY
Provided clients with advice on numerous financial products including, retirement saving accounts, annuities, income and asset protection, and life insurance
Worked closely with other prof...
Nov 2014 — Apr 2015
Office Manager
450 7Th Ave SUITE 3002, New York, NY 10001
Issue invoices to customers.
Record cash receipts and make bank deposits.
Conduct a monthly reconciliation of every bank account.
Conduct periodic reconciliations of all accounts to ensu...
May 2011 — May 2014
Intern
Comment on financial reports.
Research company's of interest.
Examine the securities of companies in various industries.
Look at the financial results, market prices, and industry factor...
Feb 2011 — May 2014
Education
2005 — 2008
Occupations
Sales Specialist
Client Service Officer
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Customer Service
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Series 7
Series 63
Health Insurance
Life Insurance
Investments
Retirement Planning
Financial Reporting
Financial Statements
Finance
General Ledger
Accounts Receivable
Account Reconciliation
Journal Entries
Accounts Payable
Accruals
Accounting
Client Rapport
Customer Service
Public Speaking
Teamwork
Management
Powerpoint
Microsoft Office
Microsoft Word
Quickbooks
Microsoft Excel
Social Media
FAQs about Miles Shaw
What is the main profession of Miles Shaw?
This professional's job is Licensed Financial Service Representative
What jobs is Miles Shaw proficient at at?
The expert is a professional Sales Specialist and Client Service Officer jobs.
Where does Miles Shaw live?
Atlanta, Georgia is the place where Miles Shaw lives
What is Miles Shaw's email?
Miles Shaw's email is mi**@etrade.com.
How many companies did Miles Shaw work at?
The professional worked at four jobs.
What education does Miles Shaw have?
Miles studied at the North Carolina Agricultural and Technical State University from 2009 to 2014.
What languages does Miles Shaw speak?
Miles Shaw speaks English and Spanish.
Are there any special industries, that Miles Shaw works in?
Miles works in Financial Services industry.