Mahreejo R.

Mahreejo R. has a diverse range of work experience starting from 2015. In 2015, they worked as a Social Media Marketing & Public Relations associate for a start-up called Family Courier, where they focused on connecting elderly individuals with their family members and friends. Mahreejo also served as a Volunteer Director at Shaded Arbor LLC, coordinating activities for elderly individuals in need of assisted care.

In 2016, Mahreejo worked as a Customer Service Teller for Currency Exchange International, where they provided assistance to customers with a positive and professional attitude.

In 2018, Mahreejo participated in the SDSU Externship Program at Stone Steps Financial, where they learned about the roles and tasks of a financial planner/advisor. Mahreejo also participated in the SDSU Externship Program at HoyleCohen as part of the university's Financial Planning Association. These programs provided their with exposure to various departments and tasks within the financial planning/advising industry.

Starting from 2019, Mahreejo joined Presidio Capital Management as a Financial Planning Intern, gaining experience across various facets of comprehensive financial planning practices. Mahreejo later transitioned to the role of Client Service Associate, providing financial advice to individuals and businesses in areas such as investment management, financial planning, tax planning, insurance, retirement planning, and estate planning.

Most recently, in 2021, Mahreejo joined Madison Avenue Securities as an Operations Associate, where they continue to contribute their skills and expertise.

Throughout their work experience, Mahreejo has demonstrated their enthusiasm, positive attitude, and professionalism in their interactions with customers and clients.

Mahreejo R. attended San Diego State University from 2015 to 2019, where they obtained a Bachelor of Science degree in Financial Service. In April 2019, they also attained a Bloomberg Market Concepts Certification from the same institution. After completing their bachelor's degree, Mahreejo continued their education at San Diego State University as a Certified Financial Planner Candidate, with no specified end date.