Tonyah Everett, FPQP™
Portfolio 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