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Tho Ho

209 followers

Rogers, Arkansas, United States

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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
  Associated with Tho Ho