Hi there!
My name is Steuart Hoce.
For the past five years, I’ve been working as a transcriptionist/editor for a transcription company that services businesses primarily in the financial advising space. I have an average typing speed of 110 WPM, and was also one of the members of the Quality Assurance/editing team responsible for training new hires. Some of the primary subject areas that I have experience with include, but are not limited to:
- Retirement planning strategies (traditional/Roth/SEP/SIMPLE IRA, 401(k), 401(a), rollovers, etc).
- Investments (Advisory platforms, account types, asset allocations, risk tolerance, portfolio diversification, popular ETFs, and mutual funds, etc).
- Estate planning (wills, trusts, beneficiaries, powers of attorney). - Taxes (RMDs, tax-efficiency, target-date funds, tax forms).
Business development (building centers of influence, lead generation, CRM management)
Looking forward to hearing from you!
Best,
Steuart