Melissa A Packee
age ~51
from Oconomowoc, WI
- Also known as:
-
- Melissa A Krueger
- Melissa Ann Krueger
- Melissa A Kreuger
- Mellissa A Packee
- Mellssa Packee
- Phone and address:
-
1455 Mackenzie Ln, Oconomowoc, WI 53066
(262)5601444
Melissa Packee Phones & Addresses
- 1455 Mackenzie Ln, Oconomowoc, WI 53066 • (262)5601444
- Milwaukee, WI
- Waukesha, WI
- Algoma, WI
- Pewaukee, WI
- Oak Creek, WI
Work
-
Position:Clerical/White Collar
Education
-
Degree:Associate degree or higher
Resumes
Assistant Director - Advisor Practices, Groups And Teams
view sourceLocation:
Milwaukee, WI
Industry:
Financial Services
Work:
Northwestern Mutual since Aug 2010
Assistant Director - Product Finance
Kult Wealth Management Company, LLC Feb 2007 - Dec 2008
Financial Advisor
G&K Advisory Services, LLC Jan 2004 - Jan 2007
Director and Chief Compliance Officer
Ideassociates, LLC Sep 2002 - Jan 2004
Consultant
Firstar Investment Research & Management Company, LLC Feb 2000 - Jul 2001
Operations Officer
Assistant Director - Product Finance
Kult Wealth Management Company, LLC Feb 2007 - Dec 2008
Financial Advisor
G&K Advisory Services, LLC Jan 2004 - Jan 2007
Director and Chief Compliance Officer
Ideassociates, LLC Sep 2002 - Jan 2004
Consultant
Firstar Investment Research & Management Company, LLC Feb 2000 - Jul 2001
Operations Officer
Education:
Marquette University 1991 - 1995
B.S, Accounting
B.S, Accounting
Skills:
Strategic Planning
Finance
Marketing
Equities
Financial Analysis
Wealth Management
Customer Service
Insurance
Business Development
Microsoft Excel
Budgets
Process Improvement
Human Resources
Asset Allocation
Leadership
Investments
Project Management
Finance
Marketing
Equities
Financial Analysis
Wealth Management
Customer Service
Insurance
Business Development
Microsoft Excel
Budgets
Process Improvement
Human Resources
Asset Allocation
Leadership
Investments
Project Management
Certifications:
Certified Public Accountant
Finra Series 27 General Financial and Operations Principal
Finra Series 65 Registered Investment Adviser Representative
Finra Series 27 General Financial and Operations Principal
Finra Series 65 Registered Investment Adviser Representative
Melissa Packee
view source
Melissa Packee
view sourceFriends:
Melissa Roeters, Shirley Warren McGonnell, Mark Krueger
Get Report for Melissa A Packee from Oconomowoc, WI, age ~51