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Ben Homa

Ben Homa

Wealth Management Intern

Followers of Ben Homa290 followers
location of Ben HomaCarmel, California, United States

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  • Timeline

  • About me

    Production Manager at Lionshare

  • Education

    • New Providence High School

      2014 - 2018
      High School Diploma

    • Grove City College

      2018 - 2022
      Bachelor of Science - BS Finance, General

  • Experience

    • Treloar & Heisel

      Apr 2021 - Dec 2021
      Wealth Management Intern

      Daily tasks included data entry and management of data aggregation links, learning about insurance and investment products, and becoming proficient in sales information systems.Assisted in training of new interns, and managed other interns in cleanup of Customer Relationship Management system.

    • The Keenan Group, CPAs

      Jun 2022 - Sept 2022
      Staff Accountant

    • Lionshare

      Oct 2022 - now

      • Production Director

        Jun 2023 - now

      • Account Services Coordinator

        Oct 2022 - Jun 2023

  • Licenses & Certifications

    • QuickBooks Desktop 2021 Certification

      Intuit QuickBooks
      Jul 2022

    • QuickBooks Desktop 2022 Certification

      Intuit QuickBooks
      Jun 2022