Brian Bertolo


Location

Union, New Jersey
Newark, New Jersey
Education
    Montclair State University
    January, 2014 - May, 2017
    degree
    Bachelor's
    majors
    Business Administration
    Finance
    coursework
    Accounting
    Corporate Finance
    Portfolio Theory
    Capital Budgeting
    Investment Principles
Work Experience
    Next Generation Trust Services
    Account Representative
    May, 2017 - present
    company
    Next Generation Trust Services
    title
    Account Representative
    overview
    Assistant to billing and collections team of a self-directed IRA investment company; track and update asset values; generate and distribute invoices; track accounts receivables; administrative support
    Portugal Travel Agency
    Customer Service representative
    May, 2013 - April, 2017
Skills
Languages
PortugueseSpanish
Skills
Bloomberg TerminalCommunicationListeningMicrosoft OfficeOrganizationQuickBooksTyping
Leadership
    Tutor
    St. Michael's Catholic Youth Organization