Paxton Puelz is a skilled professional, who works in Ubs as a Private Wealth Management Internship from 2018. Paxton Puelz gained professional experience in more than four positions at different companies. Paxton Puelz went to the University of Nebraska - Lincoln and got education there from 2016 to 2017. This expert has such professional qualifications as Lifeguarding, Sie - Securities Industry Essentials Examination, and Series 7 - General Securities Representative Examination. Lincoln, Nebraska is the area, where the professional was lastly known to be living. Paxton Puelz's email address and number can be accessed through SoftwareOfficial by request.
Name variants:
Paxton Puelz
Last updated May 17, 2024
Workplace
Colleagues
Work History
Private Wealth Management Internship
Evaluated 500+ institutional investment managers on the UBS platform using qualitative and quantitative analysis. Compiled asset breakdowns and implemented tailored asset allocation for pros...
Oct 2018 — Dec 2018
Finance Associate Internship
12325 Prt Grace Blvd, La Vista, NE
Assisted with client service: answered 20+ calls daily assisting clients with account setup, account maintenance, trade assistance, and asset transfers or withdrawals. Utilized multiple soft...
May 2018 — Aug 2018
Accounting Internship
833 east Seward Rd, Seward, NE 68434
Managed accounts receivable and accounts payable, including matching 150
receipts daily with credit statements in Sage 100 Contractor. Completed payroll for 20
employees including calcula...
Jun 2016 — Aug 2016
Escrow Services Internship
6333 Apples Way SUITE 115, Lincoln, NE
Maintained files, including checks and documents for business transactions. Applied knowledge of Windows computer skills by encoding 1000+ documents daily for insertion into company’s privat...
May 2013 — Aug 2014
Education
2016 — 2017
2014 — 2016
2010 — 2013
2009 — 2010
Occupations
Financial Broker
Financial Consultant
Managers
Accountant
Finance and Accounting Specialist
Supporting Member
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Microsoft Word
Microsoft Office
Microsoft Excel
Coaching
Social Media
Sales
Personability
Mathematics
Financial Analysis
Stock Market Analysis
Team Building
Strategic Planning
Teamwork
Leadership
Powerpoint
FAQs about Paxton Puelz
What's the main profession of Paxton Puelz?
The expert is a Financial Advisor.
What jobs is Paxton a professional at?
Paxton Puelz is proficient at such jobs as Financial Broker and Financial Consultant.
Where is Paxton Puelz located?
The expert is currently located in Lincoln, Nebraska.
How many companies did Paxton Puelz work at?
The professional worked at four jobs.
What education does Paxton Puelz have?
Paxton studied at the University of Nebraska - Lincoln from 2016 to 2017.
What are the certifications of Paxton Puelz?
This expert received the following certifications: Lifeguarding, Sie - Securities Industry Essentials Examination, and Series 7 - General Securities Representative Examination.
What is professional industry that Paxton Puelz is connected to?
This person works in Financial Services industry.
What are professional skills of Paxton Puelz?
Paxton Puelz has such skills as Microsoft Word, Microsoft Office, Microsoft Excel, Coaching, Social Media, Sales, Personability, Mathematics, Financial Analysis, and Stock Market Analysis.