Tonyah Everett, FPQP™

FirsWave Financial Tonyah EverettPortfolio Administration & Operations Associate

CREDENTIALS

FPQP™ Financial Paraplanner Qualified Professional

CAREER HIGHLIGHTS
FirstWave Financial™

Two summer internships at FirstWave Financial (2018-2019)

  • Supports the daily operations of our portfolio administration and investment management related administrative tasks
  • Assists the Client Service Team with client support documents, two-factor authentication, check requests, and wires
  • Helps to prepare quarterly billing and post billing reports for the FirstWaveManagement Team

Animal Emergency and Critical Care Center of Brevard 

  • Assisted the Certified Canine Rehabilitation Team
  • Provided triage support to Emergency Staff
  • Responsible for front desk client experience and clerical duties 

EDUCATION

  • Stetson University, DeLand, FL: BA – Finance 
  • Florida Air Academy High School