Avery Boles

Avery Boles

Personal Assistant

Followers of Avery Boles271 followers
location of Avery BolesColumbia Falls, Montana, United States

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  • Timeline

  • About me

    Client Manager at IMA Financial Group

  • Education

    • California State University, Fullerton

      2017 - 2021
      Bachelor of Arts - BA Business, Management, Marketing, and Related Support Services
    • Citrus College

      2014 - 2017
      A.S., Recording Technology Recording Arts Technology/Technician

      Received:- A.S., Recording Technology- A.A., Liberal Arts - A.A., Social and Behavioral Sciences- Certificate in Audio Recording TechnologyDeans List: Fall 2016

  • Experience

    • Brant Griffin, Co-founder/Partner/CCO of North Pier Fiduciary Management

      Sept 2014 - Mar 2015
      Personal Assistant

      - Managed Airbnb properties (bookings and reservations)- Documented expenditures- Researched and organized legal documents (eviction notices, formal complaints)

    • Starbucks

      Nov 2014 - Aug 2019
      Barista Trainer & Barista

      - Received eight awards for service recognition- Received Coffee Master Certification- Experience working in fast pace, high customer demand environment.- Ensured customer satisfaction practicing efficient quality beverage routine

    • Bolton & Company

      Aug 2019 - May 2021
      Client Analyst
    • IMA Financial Group, Inc.

      May 2021 - now
      • Client Manager

        Nov 2024 - now
      • Associate Client Manager

        Mar 2023 - Nov 2024
      • Client Analyst

        May 2021 - Mar 2023
  • Licenses & Certifications