Johnson Financial Group
Senior Wealth Coordinator, Wealth
Cleary Gull
Client Service Specialist
Ziegler Jan 1997 - Jan 2001
Trading Assistant
Johnson Heritage Trust Company May 1990 - Jan 1997
Investment Associate
Education:
Carthage College 1996 - 2000
Bachelors, Marketing, Business Management, Business, Management
Northeast Mississippi Jr. College 1981 - 1983
Myrtle Attendence Center 1969 - 1981
Skills:
Investments Asset Allocation Financial Analysis Mutual Funds Investment Advisory Team Building Series 63 Strategic Planning Microsoft Office Microsoft Word Finance Asset Management Securities Series 7 Executive Support Trading Client Service Customer Relations Financial Planning Customer Service Excel Account Management Word Powerpoint Problem Solving Budgeting Client Services Outlook Portfolio Management Accounting Pricing Marketing Strategy Compliance Coaching Financial Modeling Equities Valuation Risk Management Wealth Management Financial Services Retirement Planning Alternative Investments Retirement
Sherman TXRetired educator looking to inspire the lives of others through Mary Kay. The opportunity is endless. I am enjoying the pathway to financial independence and... Retired educator looking to inspire the lives of others through Mary Kay. The opportunity is endless. I am enjoying the pathway to financial independence and personal success.