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Samantha Thomas

Samantha Thomas

Associate

Followers of Samantha Thomas70 followers
location of Samantha ThomasOrchard Park, New York, United States

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  • Timeline

  • About me

    Financial Planning Associate at Waterford Advisors, LLC

  • Education

    • Frontier Central High School

      2013 - 2017
      High School Diploma

    • University at Buffalo School of Management, The State University of New York

      2017 - 2021
      Bachelor of Science - Business Administration Financial Analysis

  • Experience

    • BJ's Wholesale Club

      Oct 2015 - Jan 2020
      Associate

      Worked various positions at this Company including Recovery Clerk, Cashier, Self-Checkout Assistant & Cash Office Clerk.

    • Hamburg Accounting & Tax Service

      Jan 2018 - Apr 2019
      Data Entry Specialist

      Helped with Client bookkeeping and data entry for Tax Return Preparation.

    • Waterford Advisors, LLC

      Jan 2020 - now

      • Financial Planning Associate

        Jun 2021 - now

      • Intern

        Jan 2020 - May 2021

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board
      Dec 2023