Andrew Jones
Investment Specialist at Compass Pointe Financial, LLC
- Role
- Investment Specialist at Compass Pointe Financial
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Andrew Jones
Experienced Investment Specialist with a demonstrated history of working in the financial…
Experience
Investment Specialist
Dec 2016 — Present · Tulsa, OK, US
Trading, Investment Analysis, Portfolio Management, Research
Education
Oklahoma State University
Bachelor’s Degree
Skills
- Wealth Preservation
- Consulting
- Investments
- Asset Management
- Supervisory Skills
- Microsoft Office
- Finance
- Financial Planning
- Management
- Microsoft Excel
- Wealth Accumulation
- Social Networking
- Interpersonal Skill
- Retirement Planning
- Communication Skills
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