Paige Marcantel

11959 Nicholson Dr. Apt 8212 Baton Rouge, La 70810 318-419-1229 | PaMarcantel@yahoo.com EDUCATION Louisiana State University Baton Rouge, Louisiana Bachelor of Science in Accounting Expected May 2014 Overall GPA: 3.3 / 4.0 Relevant Coursework: ACCT 3001, ACCT 3021, ACCT 3022, ACCT 3221, ACCT 3222, FIN 3060, FIN 3440, FIN 3716, FIN 3826, FIN 4071, FIN 4073, FIN 4079, MGT 3200, MGT 3830, BLAW 3201, MKT 3401, ECON 2001, ECON 2010, ECON 2035, ISDS 1102, ISDS 2000, ISDS 2001, ISDS 3115 Louisiana State University CFP Board-Registered Program Baton Rouge, Louisiana August 2012 Present WORK EXPERIENCE Horizon Wealth Management Baton Rouge, Louisiana Financial Planning Intern May 2013 December 2013 Developed comprehensive financial plans comprising of retirement, investments, life insurance, long-term care, and estate planning. Provided financial planning support for Financial Advisors Assisted Financial Advisors in the data gathering phase of the client relationship learning about their goals and financial aspirations Worked with financial planning software such as eMoney Advisor Managed data input and outside account information into our financial planning software Observed the presentation of financial plans during client meetings Worked on special projects including analysis of Social Security scenarios Learned all duties related to the advisor/planner role Actively participated in team meetings Input data into the firm's CRM Crompion International Baton Rouge, Louisiana Accounting Assistant October 2011 May 2013 Assisted accounting manager in all accounting procedures Prepared month end closing, including but not limited to, adjusting entries and financial statements Prepared journal entries, spreadsheets, and purchase requisitions Entered receivables and payables into Eniteo Systems, Inc. Worked on special projects including preparation of yearly forecasts Assisted co-workers daily with requested activities Tsunami Sushi Baton Rouge, Louisiana Cocktail Server/Hostess January 2011 August 2011 Offered hospitality services in a friendly, professional manner and achieved record sales Attended to customers needs and requests through phone and directly Served food and beverages for attendees at private events Assisted co-workers and managers when help was needed SKILLS & ACTIVITIES Technical Skills: eMoney Advisor, MoneyGuidePro, Salesforce, Microsoft Office, Audit Command Language Software Memberships: Financial Planning Association Student Member, LSUs CFP Student Advisory Committee Member, American Institute of Certified Public Accountings Student Affiliate Member