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George G Ross CPA PFS CFP

Staff Accountant

June 2018 • Morro Bay, CA

What I liked

George Ross's firm is a great place to begin your career. I have loved my experience working here since I started as an intern. Not only will you learn how to apply and strengthen what you have gained from your classes, but the environment is both encouraging, and fun. George, along with the rest of the staff, are all very kind and genuine people who turn the workplace into a friendly collaboration.

What I wish was different

I wish I had known how important it is to ask questions. At first, I was skeptical to ask too many questions, but quickly learned that it was the only way to progress. Because it is a small firm, I found times where everyone was too busy to answer questions, however, there are other tasks to do while your questions are on hold.

Advice

George is good at recognizing hard work. Do the best job you can do, ask questions if you have them, take some brief notes, and you will do well at the firm.
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Portfolio Management Intern

November 2016 • Morro Bay, CA

What I liked

The flexibility and freedom of the work and George as well as the work itself.

What I wish was different

I wish there was better automation and systems when I came in. I spent a good amount of time automating spreadsheets and developing a system that eliminates data entry so now there shouldn't be a problem there. George has also bought new systems to use for research and portfolio management that I recommended and so everything is much more efficient now.

Advice

Join our FMA Trading Games to get a sense of the markets!!!
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