Tho Ho

Tho Ho

Followers of Tho Ho209 followers
location of Tho HoRogers, Arkansas, United States

Connect with Tho Ho to Send Message

Connect

Connect with Tho Ho to Send Message

Connect
  • Timeline

  • About me

    Advisory Solutions Support Specialist | Arvest Wealth Management

  • Education

    • University of Arkansas ­- Sam M. Walton College of Business

      -
      Bachelor's degree Finance, General
  • Experience

    • Arvest Wealth Management

      May 2022 - now

      - Fixed income securities trading- Portfolio management - Grant user access and trading authority to appropriate personnel, ensuring compliance with company policies- Conduct monthly comprehensive financial analysis and analyze household and referral data on our 14 regions- Create retirement plans for clients whose net worth are from $1 to $10 million for the financial planning team - Converted retirement plans of 117 clients from eMoney to MoneyGuidePro for AWM client advisors- Consulted with client advisors from our 14 regions to prepare estate planning, retirement plans for high net worth clients- Responsible for researching and presenting solutions for post-pandemic hiring to company leaders and the CEO

      • Advisory Solutions Support Specialist

        Sept 2024 - now
      • Product Administrator

        Nov 2022 - Sept 2024
      • Wealth Management Intern

        May 2022 - Nov 2022
  • Licenses & Certifications

    • Microsoft Excel- Excel from Beginner to Advanced

      Udemy
      Jan 2021
    • Series 65

      NASAA
      Aug 2024
  • Volunteer Experience

    • Badminton Coach

      Issued by Bentonville Community Center
      Bentonville Community CenterAssociated with Tho Ho