Alisha Agnew

Alisha Agnew is an experienced investment specialist currently working at Synergy Wealth Solutions, where responsibilities include executing trades and managing client portfolios in line with investment objectives. Prior to this role, Alisha served as a financial services representative at Charles Schwab, assisting clients in resolving various issues and enhancing their overall experience. Alisha also completed a financial services internship at Charles Schwab, where customer service skills were refined and the Securities Industry Essentials Exam was passed. Alisha holds a Bachelor of Science degree in Personal Financial Planning from the University of Missouri-Columbia, where studies were conducted from 2019 to 2022, and has held prior positions in customer service and cashier roles.