Anthony M. Johnson

Retirement Investment Consultant

Role
Retirement Investment Consultant-dcio (Midwest Region) at Columbia Threadneedle Investments
Location
Milwaukee, WI, US
LinkedIn followers
500 followers

About Anthony M. Johnson

As a retirement investment consultant at Columbia Threadneedle Investments, I partner with financial advisors across the Midwest region to provide them with innovative and tailored investment solutions for their retirement plan clients. I have over eight years of experience in the investment industry, with a background in mutual funds, CITs, and SMAs across various asset classes and strategies.My mission is to help advisors grow their business and achieve their goals by delivering value-added services, such as market insights, practice management, and portfolio construction. I also leverage my expertise in retirement plan design, fiduciary oversight, and regulatory compliance to support advisors in navigating the complex and evolving retirement landscape.

Experience

  1. Retirement Investment Consultant-dcio (Midwest Region)

    Columbia Threadneedle Investments

    May 2023 — Present · Chicago, IL, US

Education

  • University of Wisconsin-Milwaukee

    Bachelor of Science (B.S.), Economics & Political Science

Skills

  • Teaching
  • Public Speaking
  • Powerpoint
  • Microsoft Excel
  • Research
  • Windows
  • Customer Service
  • Outlook
  • English
  • Photoshop
  • Microsoft Word
  • Microsoft Office

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Anthony M. Johnson — Retirement Investment Consultant-dcio (Midwest Region) at Columbia Threadneedle Investments in Milwaukee, WI, US | Unifers