Clear Financial Partners
Over the last months, from July 2020 to February 2021, I have been working as an Investment Operations Assistant at Clear Financial Partners. During my employment, I was tasked to process financial recommendations provided by Timothy Clairmont CPA, and process the necessary paperwork for the client. In addition, during my time at the firm I was giving duties outside of my job description such as ordering and sending out marketing materials, and keeping the office stocked with necessary supplies, and acting as the de facto compliance officer working with our broker-dealer to ensure operations are up to FINRA and SEC Codes. During my time at the firm I also started the process to obtain my FINRA Series 7, by purchasing and completing the study material; and look to submit a new U4, open a testing window and complete the sed exam in the near future.