Breanna Jensen
Paraplanner @Petros Family Wealth
Minneapolis, MN, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Feb 2023 — Present
Paraplanner @Petros Family Wealth
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Bloomington, MN, US
Work includes helping onboard new clients; working with the team to manage and serve clients of Petros Family Wealth; developing financial plans; creating marketing material; managing company software systems including Redtail, eMoney, and Levitate; and operational activities
EDUCATION
2020 — 2023
Bethel University
Bachelor of Business Administration - BBA
ABOUT BREANNA JENSEN
Paraplanner at Petros Family Wealth
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