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 FirstWave Management 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

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