Mid-Level Financial Advisor
Open to offersNew to PlatformHarvey M. is a distinguished professional with a B.S. in Aircraft Maintenance Technology from FEATI University, where he graduated with distinction. His career includes a part-time role as a Financial Advisor at PruLife UK, focusing on strategic financial advice, debt management, cash management, and investments, ensuring profitability and compliance with industry regulations. He also served in operations management, supporting gaming and platform operations as a Freelance Executive Assistant at BetIQ/Greed House, enhancing customer relationships and ensuring smooth operational workflows. In his capacity as an Executive Assistant to the CEO at various firms, including Mobie Inc. and Social Nucleus, he has adeptly handled project management, CRM systems, and workflow creation utilizing tools like Notion and ClickUp. His technical versatility extends to SOP creation, AI prompt engineering, and customer service, particularly within tech-driven environments. Harvey's experience in strategic executive support and managing complex logistics underscores his proficiency in aligning business objectives with operational excellence.
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